Podcast Episodes
Back to SearchAllegion plc (ALLE) — A Spec’d-In Compounder Marked Down as a Construction Cyclical, at Its Cheapest Multiple in a Decade
Slide Deck Independent Equity Research — Initiation Report date: 2026-06-29 · Price (2026-06-26): $139.71 Sector: Industrials · Building Products & S…
5 hours ago
Investment Analysis: Momentum Group AB (publ) (MMGR-B.ST)
1. Company Overview & Business Model Momentum Group AB (publ) is a Nordic industrial group that operates as a serial acquirer, specializing in the de…
10 hours ago
Alligo AB (ALLIGO-B.ST): Investment Research and Fundamental Analysis
1. Company Overview & Business Model Alligo AB (publ) is a prominent Nordic distributor of industrial supplies, operating as a “multi-channel, multi-…
1 day, 10 hours ago
Investment Analysis: Judges Scientific Plc (JDG.LSE)
1. Company Overview & Business Model 1.1 The “Buy-and-Build” Serial Acquirer Model Judges Scientific Plc (Judges) is not a traditional, operationally…
2 days, 10 hours ago
Report on: Alfa Laval AB (publ) (ALFA.ST) – Comprehensive Investment Analysis
1. Company Overview & Business Model Alfa Laval AB (publ) is a Swedish-domiciled industrial manufacturer with a 140-year history.1 The company is a l…
3 days, 10 hours ago
Dow Inc. (DOW): An Investment Analysis of a Cyclical Titan at a Trough
1.0 Business Overview & Industry Dynamics 1.1 Dow’s Core Business Segments Dow Inc. (Dow) is one of the world’s leading materials science companies, …
4 days, 10 hours ago
LyondellBasell Industries N.V. (LYB): Strategic Transformation at a Cyclical Trough
1. Company Overview & Business Model LyondellBasell Industries N.V. (LYB) is a global, independent chemical company and a leading worldwide manufactu…
5 days, 10 hours ago
Investment Analysis: GEA Group AG (G1A.XETRA)
1. Company Overview & Business Model GEA Group AG (GEA) is a global technology and engineering group headquartered in Düsseldorf, Germany, with corpo…
6 days, 10 hours ago
Grupo Supervielle S.A. (SUPV): A High-Beta Thesis on Argentina’s Structural Transformation
I. Executive Summary & Key Investment Considerations This report provides a comprehensive investment analysis of Grupo Supervielle S.A. (SUPV), an Ar…
1 week ago
Comprehensive Investment Analysis: Banco BBVA Argentina S.A. (BBAR)
Executive Summary This report provides a comprehensive investment analysis of Banco BBVA Argentina S.A. (BBAR), a leading financial institution at th…
1 week, 1 day ago