I finally got around to looking at GNRC this past week. Given the stock’s ostensibly low earnings multiple and a share price that has gotten hammered over the last several years on what appears to be mostly cyclical reasons, I wanted to like the company but couldn’t get there. Disclosure is spotty, management seems slippery, […]
Category Archives: [GNRC] Generac
[IAC] IAC [MGM] MGM
IAC and MGM update: part 2
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC [...]
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Introducing: scuttleslops
Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in [...]
Continue reading →[IAC] IAC
IAC and MGM update: part 1
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
Continue reading →[RDVT] Red Violet
[RDVT] Red Violet and the Identity Resolution Mafia
Upcoming posts (in no particular order): IAC/MGM, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Zoetis (maybe) Today, [...]
Continue reading →[PYPL] Paypal
PayPal tries again (and again)
Upcoming posts (in no particular order): Red Violet, IAC, Gartner, Verisk, Visa/Mastercard MBI and I [...]
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