Bayer: Baby Possibly Thrown Out With The Bath Water
Some are calling for heads to roll. With the acquisition of Monsanto, thus far…
Canadian Energy: The Ultimate Contrarian Bet
Canadian energy represents the ultimate contrarian bet. This is because oversupply, bloated takeaway capacity…
Redbubble: Venture With A Value Flavor
Launched, headquartered and listed in Australia, but doing the bulk of its business in…
Mohawk Industries: Hitting The Floor
Through continuing acquisitions and under the superb leadership of Jeffrey Lorberbaum (who owns 14%…
Neurones: Outsider CEO
Stellar growth record, fortress balance sheet, first-class chairman and CEO — those are the…
Thor Industries: Pro Forma Maths
Founded in 1980 by the late Wade Thompson and current executive chairman Peter Orthwein…
Margin of Safety 101: Offshore Drillers
Valuation is an imprecise art and the future ain't always what it used to…
Guillin: Had A Plan Until It Got Punched In The Mouth
Groupe Guillin is the European leader in the design and manufacturing of thermoformed plastic…
Seritage Growth Properties: Skating Where The Puck Is Going
Formed at the initiative of Edward Lampert, the Sears chairman and chief shareholder pilloried…
American Real Estate, Russian Prices
Twenty years ago, a close relative of mine bought several apartments in a residential…
Tessenderlo: Growth And Value Joined At The Hip
Listed in Belgium, majority-owned and run by Luc Tack, the turnaround artist of Picanol…
Knight Therapeutics: The Good
A specialty pharmaceuticals company based in Montréal, Québec, Knight Therapeutics comes across as a…
Idorsia: Charlie Munger-Style In Switzerland
In Switzerland, Idorsia comes across as one of the most promising ventures in the…
Sears Holdings: It Ain’t Over Till It’s Over
The poster child of disruption in retail, Sears Holdings remains a hard nut to…
Automakers: Too Cheap To Ignore?
French automaker Renault — the largest worldwide when considered its strategic alliance with Nissan…
Maximum Pessimism: Opportunities In Oil & Gas
To buy when others are despondently selling and to sell when others are avidly…
LyondellBasell: Lucky Break, But Attractively Priced
An American chemical company incorporated in the Netherlands, with the bulk of its facilities…
Colfax: Not Your Typical Roll-Up
Colfax is a fast-growing industrial conglomerate owned and run by brothers Mitchell and Steven…
Era Group: Flying Cigar Butt
One of the largest helicopter operators worldwide, Era has the bulk of its business…
Calvalley Petroleum: No Deep Drilling Required
A new conflict broke out in Yemen. For old-fashioned Graham & Dodd investors who…
Elbit Systems: Here to Stay
The largest privately owned defense company in Israel, and a preferred supplier of American behemoths…
Q-Logic: A Cannibal Trading At Three Times Earnings
Headquartered in Aliso Viejo, California, Q-Logic Corporation designs and supplies high performance network infrastructure…
Xerox: Tarred With The Wrong Brush
"Many shall be restored that are now fallen, and many shall fall that are…
Bic: A Defensive Play For The Enterprising Investor
Founded in Paris by flamboyant baron Marcel Bich seventy years ago, Société Bic designs,…

Deutsche Lufthansa: Millionaire Fastlane
As the old saying goes, to quickly become a millionaire, start with a billion…
Stelco Holdings: Abnormal Returns
Listed on the Toronto stock exchange, Stelco Holdings is one of the best-capitalized steel…
Burford Capital: Something Rotten In The State Of Litigation Finance
Founded and listed in 2009, Burford Capital comes across as an asset manager of…
Iron Mountain: Cockroaches In The Kitchen
There is seldom just one cockroach in the kitchen. The old adage rings large…
Covestro: Lies, Damned Lies & Valuation Ratios
Albeit cheap on the surface — with an enterprise value that equals 5x operating…
TripAdvisor: Lolapalooza In Motion
Sometimes investors become so deeply intoxicated with compelling narratives that they fail to perceive…
BlackBerry: The Bad & The Ugly
Following the good with Knight Therapeutics, enter the bad and the ugly in the…

Akwel: Classic Cigar Butt, But Market More Efficient Than It Seems
Formerly known as MGI Coutier, Akwel is an equipment and system manufacturer for the…
Bausch Health: Used To Drift, Now Wants To Be Snow White
Formerly known as Valeant — the abominable enterprise likened to a sewer by Charlie…
Atento: No Easy Way Out
Courtesy of Maran Capital Management, Atento is a value idea in Latin America, albeit…
Watsco: Dividend Aristocrat With A Touch Of Cool
Success, it is said, often results from the combination of a particular talent with…
BYD: At The Crossroads Of Genius & Opportunity
2002 A Shenzhen-based manufacturer of lithium-ion ("li-ion") and nickel rechargeable batteries, BYD enjoys a…
Addtech, Indutrade: Empire-Building In Sweden
A conglomerate made up of 130 subsidiaries with a core expertise in technology trading,…

Posts published in “Guillin”

Guillin: Had A Plan Until It Got Punched In The Mouth

Guillin: Had A Plan Until It Got Punched In The Mouth

December 5, 2018

Groupe Guillin is the European leader in the design and manufacturing of thermoformed plastic packaging for food…