Tag Archives: ADNT

QUICK BLURBS [ADNT, JLL, MA, MRC, SNI]

(2,218 words) [MA] In 2009, the Unique Identification Authority of India (UIDAI) launched an ambitious nationwide program to collect all 10 fingerprints, iris scans, a photo, and all sorts of personal information from each of its 1.2bn citizens in a central database, with a unique 12-digit ID number assigned to each record.  The goal was to […]
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[ADNT] SELF-HELP MARGIN EXPANSION OPPORTUNITY, 4-YEAR DOUBLE

(2,165 words) In a quick blurb from last month, I flippantly wrote: “I don’t think 10x/1x EPS/BV for a moatless auto lender at or near the peak of the auto cycle is all that cheap.”  Well, how about a sorta-moaty auto supplier trading at 7x?  My sense is that auto stocks – their single digit […]
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