Letters by company

Owens Corning

1 letter discussing OC. Everything written about it on this site is on its ticker page.

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