Posted on 2/20/19
Newell Brands: Mr. Market Is Probably Right
Summary Management failed to deliver in terms of cash conversion cycle so far and slashed SKU rationalization guidance. Proceeds from divestitures will be lower than expected . . .
Posted on 2/20/19
Newell Brands: Mr. Market Is Probably Right
SummaryManagement failed to deliver in terms of cash conversion cycle so far and slashed SKU rationalization guidance.Proceeds from divestitures will be lower than expected and thus . . .
Posted on 10/30/18
Newell Brands: No Pain, No Gain
Summary NWL's share price has suffered due to an expensive acquisition and low profitability but likely also due to tax loss selling and the high short . . .
Posted on 10/30/18
Newell Brands: No Pain, No Gain
SummaryNWL's share price has suffered due to an expensive acquisition and low profitability but likely also due to tax loss selling and the high short interest.The . . .
Posted on 9/20/18
Bed, Bath But Capital Allocation Beyond Hope
SummaryBBBY common stock is shorted for obvious reasons.The company’s tiny, but extensible moat is explained.It is clarified that BBBY is a financially sound company.The undervaluation will . . .
Philadelphia
