Quick Value #332 - Gentherm (THRM)
Gentherm’s Oct. 1 Reverse Morris Trust with Modine adds commercial and off-highway operations, leaving THRM at 7.4x pro forma EBITDA with under 1x leverage.
Monday, September 28, 2026
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From X
John_Hempton on X
@stubmt I lost 0.02 percent on $AMC today. Position is tiny.
Barbarian Capital on X
AAR to Pay $1.8 Billion for Stake in Aircraft-Maintenance Company $AIR https://t.co/y3DZLQRhaO
Barbarian Capital on X
Vail Resorts Loss Widens After a Year of Tough Weather $MTN https://t.co/8UH8LNPKDb
Barbarian Capital on X
$CROX new demand driver uncovered https://t.co/sJumnF7PRz
Lee Roach on X
Timberland companies looking pretty decent here. $RYN. https://t.co/tlr3d7MiCs
marginofdanger on X
$HHH perhaps this line from the recent proxy filing is what is causing market to move: "Discussions will include ... efforts to significantly reduce the capital intensity of Howard Hughes Communities" https://t.co/8sBEkb8X5A
Prepared Remarks on X
Why shouldn’t I look at $PLNT?
Investor Letters
All letters- Miller Value Partners Q2 COTY $2.3BCRGY $4.4B
- Aegis Value Fund 1st Half Ended June 30, 2026 ATHOF $3.5BDRTGF $3.6B
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- Hosking Partners Q2 2026 HKTGF $9.9BSBSW $7B
- SouthernSun Asset Management second quarter of 2026 DAR $9.7BEXTR $2.8B
- Gabelli Funds second quarter of 2026 HRI $4.3BMSGS $9.9B
- Fenimore Asset Management Q2 2026 EXLS $5.2BRYAN $4.5B
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