Connor Haley on X
@tomicki @Biohazard3737 What’s your $CRL thesis?
X
Connor Haley
Everything we have picked from this writer, newest first.
Connor Haley on X
Alta Fox says Premium Brands Holdings is significantly undervalued, with 75%+ base-case upside and management actions to narrow its intrinsic-value discount.
Connor Haley on X
XPEL CEO Ryan Pape has delivered roughly 47% TSR and 35% revenue CAGR, with a self-help margin plan targeting a tripling of EPS by FY28.
Connor Haley on X
NCR Atleos expects ATM trends to stabilize or improve, arguing rapid per-share growth can justify a premium relative to slower-growing Diebold Nixdorf.
Connor Haley on X
A recent spin's accounting change cut 2024 adjusted EBITDA by 1% without affecting free cash flow; ex-working-capital FCF per share is forecast to grow more than 30% next year.
Connor Haley on X
Good quarter from $NATL and thesis on track. -The ATMaaS business continues to outperform... 37% y/y growth in Q3... and it's on track to be 40%+ in Q4, well ahead of our expectations -SSB delivered >50% incremental EBITDA margins in Q3, fueling 21% EBITDA growth for the segment
