Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Equity Bottom-Up

<ul><li>In my <a href="https://contrariancashflows.wordpress.com/?action=user_content_redirect&amp;uuid=e742314996e7c2d14e46663ffcea8911088dbbfb7dfe058838e1cecb8a9119db&amp;blog_id=225373572&amp;post_id=1043&amp;user_id=249346012&amp;subs_id=717993283&amp;signature=c7df5dc1a93c94e6878b3b8fcd45ba31&amp;email_name=new-post&amp;user_email=researchfeed@smartkarma.com&amp;encoded_url=aHR0cHM6Ly9jb250cmFyaWFuY2FzaGZsb3dzLmNvbS8yMDI0LzEwLzAxL3BvcnRmb2xpby11cGRhdGUtc2VwdGVtYmVyLTIwMjQv" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://contrariancashflows.wordpress.com?action%3Duser_content_redirect%26uuid%3De742314996e7c2d14e46663ffcea8911088dbbfb7dfe058838e1cecb8a9119db%26blog_id%3D225373572%26post_id%3D1043%26user_id%3D249346012%26subs_id%3D717993283%26signature%3Dc7df5dc1a93c94e6878b3b8fcd45ba31%26email_name%3Dnew-post%26user_email%3Dresearchfeed@smartkarma.com%26encoded_url%3DaHR0cHM6Ly9jb250cmFyaWFuY2FzaGZsb3dzLmNvbS8yMDI0LzEwLzAxL3BvcnRmb2xpby11cGRhdGUtc2VwdGVtYmVyLTIwMjQv&amp;source=gmail&amp;ust=1728719913725000&amp;usg=AOvVaw3EAmMz1w7qMXy6_d6UGR91" rel="noopener">latest portfolio update</a>, I discussed the potential of investing in cyclical businesses and how shifts in a company’s business model or balance sheet can often go unnoticed by the market, creating compelling investment opportunities.</li><li>Today, I present Mattr Corp, a company that not only revamped its business model and balance sheet without receiving due recognition but also strategically repositioned itself within new end markets. This transformation aligns perfectly with all three of my key criteria for identifying attractive investments in cyclical stocks.</li><li>Mattr Corp., a Canadian industrial conglomerate, is undergoing a strategic transformation into an advanced engineering company by leveraging its extensive expertise and decades of experience in materials science for industrial applications.</li></ul>

In my latest portfolio update, I discussed the potential of investing in cyclical businesses and how shifts in a company’s business model or balance sheet can often go unnoticed by the market, creating compelling investment opportunities.Today, I present Mattr Corp, a company that not only revamped its business model and balance sheet without receiving due recognition but also strategically repositioned itself within new end markets. This transformation aligns perfectly with all three of my key criteria for identifying attractive investments in cyclical stocks.Mattr Corp., a Canadian industrial conglomerate, is undergoing a strategic transformation into an advanced engineering company by leveraging its extensive expertise and decades of experience in materials science for industrial applications.

Mattr Corp: How to Transform an Industrial Business Through Rational Capital Allocation

United States

Thermon Group Holdings, Inc. provides engineered thermal solutions for process industries. The Company offers thermal solutions that also referred as heat tracing, provide an external heat source to pipes, vessels, and instruments for the purposes of freeze protection, temperature and flow maintenance, environmental monitoring, and surface snow and ice melting.

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Thermon Group Holdings (THR US)

Mattr Corp: How to Transform an Industrial Business Through Rational Capital Allocation

In my latest portfolio update, I discussed the potential of investing in cyclical businesses and how shifts in a company’s business model or...

Contrarian Cashflows

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