Primer: Magnera (MAGN US) - May 2026
Magnera is a newly formed major player in the specialty materials and nonwovens industry, created from the merger of Berry Global's Health,...
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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...
400 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,...
357 Views
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...
374 Views
Weekly Update (APTV, VGNT, Earnings!)
Aptiv completed the Versigent (VGNT) spin on April 1 and reported Q1 May 5. The spin executed cleanly, the thesis is intact, and the stock has sold...
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