Letters by company
Masonite International Corp
2 letters discussing DOOR. Everything written about it on this site is on its ticker page.
- Miller Value Partners Deep Value Strategy Don’t Forget Small Caps! Deep Value Select argues that depressed small-cap valuations, prospective rate cuts, tax relief and deregulation set up a broadening market. The strategy exited Tutor Perini, added to JELD-WEN and Nabors Industries, and backs their turnaround plans, cost actions, asset monetization and debt-reduction potential. second quarter 2025 JELD $119MNBR $1.2BTPC $4B
- Miller Value Partners Deep Value Strategy: Rising Uncertainty Leads to Greater Long-Term Opportunity Deep Value Select increased Gannett and Nabors Industries after their selloffs, arguing that digital transformation, drilling technology and balance-sheet actions are underappreciated. The strategy also initiated JELD-WEN, citing restructuring savings, owned real estate and a potential housing recovery, while retaining Gray Media on expected free-cash-flow generation and debt reduction. first quarter 2025 GTN $474MJELD $119MNBR $1.2B
