Quality Trap or Buying Opportunities? IBP and MTD Updates
Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…
Saturday, May 16
Everything we published on this day.
3 stories
Installed Building Products and Mettler-Toledo, down 38% and 32%, test whether lower valuations reflect deteriorating moats or cyclical…
Seems like $MLP may be selling its water assets to Maui for $30 million https://t.co/hFHq1VRZ20
TDC · short Teradata is a short as its on-premises analytics business declines while enterprises shift workloads to cloud-native platforms.