FR
FRAGMENTS
Member since 2017
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Repay Holdings
43.2% undervalued intrinsic discount
New
REPAY Trades Around $3.60. The Board Rejected $5.25. KUBRA Changed the Balance Sheet.
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Published 9 Sep
Genesco
22.0% undervalued intrinsic discount
New
Genesco Trades in the Mid-$30s. Journeys Is Improving. I Still Want to Know Why These Businesses Belong Together.
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Published 9 Sep
Charter Communications
33.7% undervalued intrinsic discount
New
Charter Spent $80.6 Billion Buying Back Its Own Equity. The Stock Is Now in the Mid-$140s. What Is One Share Worth?
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Published 8 Sep
Cable One
87.6% undervalued intrinsic discount
New
Cable One Trades in the Mid-$20s. The Network Still Makes Money. The Debt Decides Who Gets It.
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Published 8 Sep
USANA Health Sciences
29.7% undervalued intrinsic discount
New
USANA Trades Around $15. It Has $168.6 Million of Cash and a Core Business Still Producing Earnings.
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Published 9 Sep
Xponential Fitness
32.8% undervalued intrinsic discount
New
Xponential Fitness Trades Around $5. Voss Has $60 Million Invested and Bought More After the Strategic Review Began.
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Published 9 Sep
Xerox Holdings
10.5% undervalued intrinsic discount
New
Xerox Is Worth About $436 Million. It Has $4.36 Billion of Debt. What Can Still Reach One Share?
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Published 8 Sep
E.W. Scripps
26.2% undervalued intrinsic discount
New
Scripps Is Worth About $306 Million. More Than $3.3 Billion Sits Ahead of the Common. What Reaches One Share?
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Published 8 Sep
American Vanguard
44.8% undervalued intrinsic discount
New
American Vanguard Trades at $2.28. Book Value Is $6.63. Contractual Debt Is $285 Million.
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Published 9 Sep