Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Equity Bottom-Up

Axalta Coating Systems / Equity Bottom-Up

<ul><li>AkzoNobel: Evaluating Strategic Options in a Consolidating Industry AkzoNobel’s boards have unanimously rejected a conditional cash proposal from Nippon Paint Holdings.</li><li>At the same time, management continues to recommend the proposed merger of equals with Axalta, citing stronger long-term industrial benefits.</li><li> The situation reflects broader consolidation themes in the global coatings sector, with additional interest from Sherwin-Williams in select businesses forming part of the backdrop.</li></ul>

AkzoNobel: Evaluating Strategic Options in a Consolidating Industry AkzoNobel’s boards have unanimously rejected a conditional cash proposal from Nippon Paint Holdings.At the same time, management continues to recommend the proposed merger of equals with Axalta, citing stronger long-term industrial benefits. The situation reflects broader consolidation themes in the global coatings sector, with additional interest from Sherwin-Williams in select businesses forming part of the backdrop.

In-depth report: AkzoNobel | The Axalta deal just lost its gloss

Nippon Paint Holdings Co Ltd - Research Alert: AkzoNobel | The Axalta deal just lost its gloss

<ul><li>In this edition: • AkzoNobel | rejected offer from Nippon Paints and Sherwin Wiliams • E-commerce & Logistics | potential EC investigation JD.com/Ceconomy deal</li></ul>

In this edition: • AkzoNobel | rejected offer from Nippon Paints and Sherwin Wiliams • E-commerce & Logistics | potential EC investigation JD.com/Ceconomy deal

Zalando SE - What's News in Amsterdam - 27 May (AkzoNobel | E-commerce & Logistics)

Following Great Public Companies, Watchlist Investing

Watchlist Investing

Following Great Public Companies

Exploring timeless investing concepts in the search for great businesses.

<ul><li>Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).</li><li>SHW is the dominant player in the architectural coatings industry.</li><li>The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.</li></ul>

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).SHW is the dominant player in the architectural coatings industry.The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.

85: Watchlist Update: Adding Sherwin-Williams

<ul><li>I’m currently working on the September issue of Watchlist Deep Dives, which features Sherwin-Williams.</li><li>My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.</li><li>I was surprised to see that Ernst &amp; Young had served as SHW’s auditor since 1908.</li></ul>

I’m currently working on the September issue of Watchlist Deep Dives, which features Sherwin-Williams.My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.I was surprised to see that Ernst &amp; Young had served as SHW’s auditor since 1908.

83: Initial Thoughts On Sherwin-Williams (SHW)

United States

The Sherwin-Williams Company manufactures, distributes, and sells paints, coatings, and related products.  The Company's products are sold to professional, industrial, commercial, and retail customers primarily in North and South America. Sherwin Williams also has additional operations in the Caribbean region, Europe and Asia.

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Sherwin Williams Co (SHW US)

In-depth report: AkzoNobel | The Axalta deal just lost its gloss

AkzoNobel: Evaluating Strategic Options in a Consolidating Industry AkzoNobel’s boards have unanimously rejected a conditional cash proposal from...

The IDEA!

Nippon Paint Holdings Co Ltd - Research Alert: AkzoNobel | The Axalta deal just lost its gloss

AkzoNobel: Evaluating Strategic Options in a Consolidating Industry AkzoNobel’s boards have unanimously rejected a conditional cash proposal from...

The IDEA!

Zalando SE - What's News in Amsterdam - 27 May (AkzoNobel | E-commerce & Logistics)

In this edition: • AkzoNobel | rejected offer from Nippon Paints and Sherwin Wiliams • E-commerce & Logistics | potential EC investigation...

The IDEA!

85: Watchlist Update: Adding Sherwin-Williams

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).

Watchlist Investing

83: Initial Thoughts On Sherwin-Williams (SHW)

My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.

Watchlist Investing

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