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...
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Weekly Update (MRP, WDC, HON, LGFA)
Honeywell International (HON)Â 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 (MEDXF, MAGN, LEN/MRP, MODG)
Comcast (CMCSA) announced in late 2024 that it would spin off a bundle of its traditional U.S. cable networks and related digital properties into...
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