Pjt Partners Inc. (PJT) - Monday, Aug 19, 2024
PJT’s partnership structure creates a significant tax drag on free cash flow making valuation more expensive than implied by the EBITDA multiple.
18 Views
Duckhorn Portfolio Inc (The) (NAPA) - Friday, Aug 16, 2024
Duckhorn Portfolio Inc, trading as NAPA, had a disappointing post-IPO performance in 2022. Despite this, the company is viewed as a cheap...
227 Views
Bluelinx Holdings Inc (BXC) - Friday, Aug 16, 2024
Management plans to use excess capital for M&A, entering new markets, and price-sensitive buybacks, with potential for earnings power to exceed...
245 Views
Pva Tepla (TPE) - Thursday, Aug 15, 2024
Semiconductor manufacturing process is essential for industry growth. PVA Tepla has strong positioning in niche market and favorable industry trends
100 Views
Sankyo (6417) - Thursday, Aug 15, 2024
The focus on capital efficiency and returning value to shareholders has revitalized Sankyo, leading to increased investor confidence and potential...
126 Views