External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Tempur Sealy International / Equity Bottom-Up

<ul><li>Tempur Sealy International (TPX) is the industry leader in the mattress market, consistently gaining market share and outperforming competitors</li><li>Despite a cyclical downturn in the mattress industry post-COVID, TPX is experiencing secular share gains and margin improvements</li><li>TPX's pending acquisition of Mattress Firm presents an attractive opportunity for investors due to its reasonable valuation and potential for growth in the years ahead</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Tempur Sealy International (TPX) is the industry leader in the mattress market, consistently gaining market share and outperforming competitorsDespite a cyclical downturn in the mattress industry post-COVID, TPX is experiencing secular share gains and margin improvementsTPX's pending acquisition of Mattress Firm presents an attractive opportunity for investors due to its reasonable valuation and potential for growth in the years aheadThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Tempur Sealy International Inc (TPX) - Friday, Feb 2, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul>
<li>This is our first report on Tempur Sealy International Inc., a global bedding company.</li>
<li>The company released its Q4 2023 earnings recently.</li>
<li>The company emphasized its strong business model, highlighting significant cash flow and a robust balance sheet.</li>
</ul>


This is our first report on Tempur Sealy International Inc., a global bedding company.
The company released its Q4 2023 earnings recently.
The company emphasized its strong business model, highlighting significant cash flow and a robust balance sheet.


Tempur Sealy International: What Is The Latest Update On The Mattress Firm Acquisition?

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank failures, the largest since the 2008 financial crisis, of Signature Bank and Silicon Valley Bank in particular, caused the Fed to step in as customers rushed to withdraw their deposits while these banks did not have enough liquid funds on hand to satisfy those customers’ cash requirements.</li><li>One reason for these bank failures was that normally safe investments in U.S. Treasuries, purchased at the highs, began losing money due to their duration mismatch as interest rates were rapidly increased by the Federal Reserve.</li><li>In came the Fed’s BTFP program to the rescue which was setup to eliminate a financial institution’s need to rapidly sell securities, and is open to federally insured banks, savings associations, and credit unions, as well as the U.S. branches of foreign banks.</li></ul>

Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank failures, the largest since the 2008 financial crisis, of Signature Bank and Silicon Valley Bank in particular, caused the Fed to step in as customers rushed to withdraw their deposits while these banks did not have enough liquid funds on hand to satisfy those customers’ cash requirements.One reason for these bank failures was that normally safe investments in U.S. Treasuries, purchased at the highs, began losing money due to their duration mismatch as interest rates were rapidly increased by the Federal Reserve.In came the Fed’s BTFP program to the rescue which was setup to eliminate a financial institution’s need to rapidly sell securities, and is open to federally insured banks, savings associations, and credit unions, as well as the U.S. branches of foreign banks.

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Nasdaq-100 Stock Index / Technical Analysis

<ul>
<li>In last week's Compass (Feb. 22) we discussed our belief that a pullback has begun, and signs continue to point to more downside ahead on the broad market indexes</li>
<li>There has been four failed attempts to reclaim $190 on the Russell 2000 (IWM) and $297 on the Nasdaq 100 (QQQ) over the last five trading days.</li>
<li>These remain important lines in the sand moving forward. Attractive stocks: TPX, LZB, SNBR, ETD, HOFT, FLXS, KEX, SBLK, CMRE, DAC, EGLE, GNK, ASC, GSL, DSX, SB, NM, EURN, more</li>
</ul>


In last week's Compass (Feb. 22) we discussed our belief that a pullback has begun, and signs continue to point to more downside ahead on the broad market indexes
There has been four failed attempts to reclaim $190 on the Russell 2000 (IWM) and $297 on the Nasdaq 100 (QQQ) over the last five trading days.
These remain important lines in the sand moving forward. Attractive stocks: TPX, LZB, SNBR, ETD, HOFT, FLXS, KEX, SBLK, CMRE, DAC, EGLE, GNK, ASC, GSL, DSX, SB, NM, EURN, more


Signs Point to More Downside Ahead; Breadth Deteriorating; Buys in Home Furnishings and Shippers

United States

Tempur Sealy International Inc., through its primary subsidiary manufactures and markets foam mattresses, pillows, and miscellaneous products under its own and other brand names.

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Tempur Sealy International (TPX US)

Tempur Sealy International Inc (TPX) - Friday, Feb 2, 2024

Tempur Sealy International (TPX) is the industry leader in the mattress market, consistently gaining market share and outperforming competitors

Value Investors Club

Tempur Sealy International: What Is The Latest Update On The Mattress Firm Acquisition?

This is our first report on Tempur Sealy International Inc., a global bedding company. The company released its Q4 2023 earnings recently. The...

Baptista Research

Weekly Stock Bullfinder - Week of 12/18

Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank...

Weekly Stock Bull Finder

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

Signs Point to More Downside Ahead; Breadth Deteriorating; Buys in Home Furnishings and Shippers

Signs continue to point to more downside ahead on the broad market indexes with 4 failed attempts to reclaim $190 on $IWM and $297 on $QQQ over the...

Vermilion Research

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