Q&A with Magnera IR
I expect relatively stable revenue in fiscal 2026 (flat to slightly down), barring a macro shock. However, with progress on synergies...
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Magnera: Investment Case is On Track
When I originally recommended Magnera (MAGN) in November, my investment thesis could be summarized as follows: “trough valuation on trough earnings.”
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Weekly Update (WDC, SNDK, MRP, IAC)
Small caps generally trade between a 50% discount to the S&P 500 and a 50% premium. The current discount is 22%. Relative periods of outperformance...
311 Views
Weekly Update (MRP, WDC, HON, LGFA)
Honeywell International (HON) announced its plan to spin off its Advanced Materials business on October 8, 2024. Subsequently, on February 6, 2025,...
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Weekly Update (LION, MAGN, NLOP, SONY)
Sony Group Corporation (SONY) is planning to partially spin off its financial services division, Sony Financial Group Inc. (SFGI), in what would be...
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