Hi Cam and David.
Happy New Year.
am interested in 3 companies Uber, Moderna and Transmedics this year.
When you are free can you please do a one pager
Hi Cameron, other wizards - with all the other stuff like tobacco, spirits, perfumes done, can we leave TCNNF behind? Could we have the SOU on this please? :-)
Hello Cameron and wonderful Team….
I appreciate the work you and your team do to bring forward analysis on great business with future cash flow and growth projections.
Today I’d like to request one page on a wonderful ‘Permian Basin ETF’-TPL a company with an asset-light royalty-based business model.
TPL is 32.84% down YTD and it seems to me , according to my evaluation, to be a good time to start a position in this great business.
Thank you to you and your team for the great job you guys do!
Attached is a sample 1 Pager of PepsiCo
A few highlights:
1. Low single digit revenue and earnings growth
2. Strong cash flow
3. Full leveraged with Net Debt / EBITDA about 3x
4. Pricing has been at a premium for many year and does not support a compelling return. Look for the market multiple to decline back to historical trade.
Hi:
Has the BBWI one pager been posted? I can't seem to find it. Can someone point me in the right direction?
Thanks
hi Cameron,
Your analysis are great, would love to get a 1 pager on Home Depot (HD).
Thank alot.