Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.
Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of debt.
Group 1 paid $1 billion of goodwill for Hennessy’s 10 dealerships, a record $100 million per store, financed largely with $1.25 billion of debt.
@coffeesnob @DELAESPRIELLAE Fun because this is 1. my local airport and 2. an $ASR property.
@whatsgoingoninm $HHH is a little different. The fee structure is weird and they have a weirder collection of assets, not just a bunch of publically listed stocks anyone can buy. Though no capital returns. Still not a great structure but not as egregious as PSH.
AI could shrink $MNDY’s human seats while multiplying the work flowing through its platform. Our latest SaaS Survival Scorecard examines its AI harness, competition from Claude and the key question: can growing agent revenue more than offset lost seat revenue? https://t.co/XZ2R49AgG6
Blows my mind that the 3x semiconductor ETF $SOXL has $25 billion of assets. Seems like an incredible value destruction machine.
@elcolombiano More good news for Sureste Airports $ASR and Corporacion America Airports $CAAP. "Medellin has peaked bro" folks in disbelief. https://t.co/d7nDOraQbO
@aurelius28 I think $CIB is worth about $100 so you're hoping for overshoot of fair value if you buy it here. I much prefer its smaller and much less liquid peer $AVAL as the "catch-up" trade.
I've been out for a while due to opportunity cost, but $CTOS has sold of to 55c or 12x earnings and looks very juicy again here. https://t.co/p7vKdPj0bZ
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Belden targets net leverage of 2.9x by 2027 from 3.9x, using RUCKUS's 65%+ gross margins and free cash flow to reduce debt.
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Vicor, Rayonier, Accenture and nine other lesser-covered stocks make up Seeking Alpha’s Undercovered Dozen.
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Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…
Perimeter Solutions’ Fire Safety EBITDA grew 1% as USDA pricing and a DLA inventory transition weighed, while its $120 million Monaco…
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
Floor & Decor’s same-store sales improved to minus 2% in 2Q26, while $45 million of tariff refunds lifted profit and funded pricing,…
Stevanato's 8% organic Q2 growth and 21% adjusted EBITDA growth came with a modest FY 2026 guidance lift after the Balda divestiture.
Builders FirstSource reported Q2 2026 sales down 9% to $3.9 billion as weak housing demand and aggressive competitor pricing cut EBITDA…
ICE's purchase of MarketAxess spotlights takeout risk for value stocks, while the Situational Awareness blow-up, Kevin Warsh's FOMC presser…
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