Selected Reads

Smartkarma

Equity Bottom-Up

PJ Kurzweil, founder of PJ's SMID Cap Ideas, comes on the podcast to discuss his write up on Spectrum Brands (SPB). Spectrum is currently in the process of selling their HHI business, and whether that deal goes through or not PJ thinks the stock is too cheap given the quality of their brands / businesses.My notes on SPB: https://twitter.com/YetAnotherValue/status/1547219565016453121?s=20&amp;t=n_liDehcIwWBLmo0x51NLQPJ's SPB write up:…

PJ Kurzweil, founder of PJ's SMID Cap Ideas, comes on the podcast to discuss his write up on Brunswick (BC). BC is a boat manufacturer, and PJ thinks they are too cheap and the market is missing how much more economically resilient the business is today than it was ~10 years ago.My BC notes: https://twitter.com/YetAnotherValue/status/1529822951016497153?s=20&amp;t=lAssCowdwRLleeF1c1ZVEwPJ's BC write up:…

South Korea

PJ Electronics Co., Ltd. manufactures and markets card readers used for credit card transaction.  The Company also produces electronic device such as surface mounting device (SMD) for HDTV and LCD monitors.

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