PPG is a soundly capitalized century+ old global[1] coatings manufacturer that has averaged low-teens unlevered after-tax return on capital over the last two decades[2] and whose stock I toe-holed at 15x trailing earnings after the Company pre-announced disappointing 3Q earnings on volume weakness in Europe, where it had previously witnessed relatively strong growth. Our daily […]
Tag Archives: PPG
Rippling UKG [ADP] ADP
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Shift4’s M&A Alchemy
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
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