So, I've been MIA from WSO for a few weeks and was just going through some old threads to catch up. I noticed that back in the fall I promised to put together a Case Study that would hopefully give everyone an idea of what the output of my research process looks like. Well, I think I can get one done here in the next few weeks, so I wanted to see if there is still any demand for such a post? If so, what business would you all like to see?
I'm thinking it would be something like a 1-3 page investment memo and possibly a working model/valuation (depending on my mood).
Just drop a ticker in the comments if there is a business you'd like to see done and I'll pick whichever one I like best (or something completely different). Obviously I can't pick something that conflicts with my actual job, so that will also be a factor in my decision.
Also, I have a large amount of PMs to go through, so if you're one of them I haven't forgotten about you.
That sounds amazing (esp. with the working model/valuation bit). I'm personally going to refrain from making specific company suggestions, but I would say is that the company would ideally be a non-specialist one (i.e. no FIG stuff, no pharma etc.).
CAT, I just finished a class project on it and would love the opportunity to see what a professional comes up with on the working model and thesis.
Regardless, I look forward to learning from what you come up with.
KODK, CRVL, FDX, FIO, ORB
GLW - Maturing LCD display technologies segment backed by growth in gorilla glass and environmental technologies. Would love to see how you would put a model together for this.
dunno if you follow sequoia fund's investor transcripts, but if you don't, they write about GLW a decent amount, too. i thought it was a good read.
I don't, I'll have to check it out. The transcript from the Morgan Stanley tech conference earlier this month is worth reading if you missed it.
I love the company and have talked with IR a few times in the last six months or so about the SCP acquisition and the new gorilla glass initiatives, just having a difficult time valuing the business considering how hard it is to quantify growth.
http://seekingalpha.com/article/2067433-cornings-management-presents-at…
A simple domestic business with a few quirks to it... but not too quirky that it wouldn't be useful for people to apply across a large number of companies. Maybe something like KMX or WWW. Or the quirkless and ultimate softie: TR
LEMME SEE DAT TOOTSIE ROLL
I... Never realized tootsie roll was it's own company. That just blew my mind.
+1. reading through their 10-k right now, haha.
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Where's the traction on this thread? Does it need to be front paged or something?
NYSE:IP
Office Depot - ODP
Please do OMEX, but if not NYT is interesting, transformation story, yet simple enough for most people on here to understand.
GLNG
NYSE: WWE
How did I miss this thread! Haven't got any particular suggestions in mind, but @"Simple As...", hope you will pick something easily understandable and identifiable by the WSO masses. Thanks for doing this, looking forward to it!
Very nice thread. As a current student I am really interested in private equity. Doing my own research / pitches as well, so really looking forward to your output. I agree with the reactions above; something understandable for the average WSO reader. Moreover it would be nice if it is applicable to other firms as well, so not too firm specific.
Looking forward to it!
/
www or nyt
That would be amazing if you had time!
I think a manufacturer would be pretty cool, possibly PCP or BLL?
AAL
CREE
BIIB
I rly hope this is no aprils fool trick. Please please please.
SSYS, MDT or STJ
I would like to see your thoughts on TSN. This was the company I selected for my senior level Securities Analysis course.
Winnebago Industries (WGO) or PowerSecure International (POWR)
Winnebago ($750mm market cap) makes RV's, has a killer balance sheet and tremendous growth opportunity in China, not to mention here in the US as well.
PowerSecure ($510mm market cap) operates in three segments. They build generators for companies which saves on energy costs by automatically kicking on during "peak" usage times (IE during the summer). They also operate in infrastructure (IE power line maintenance) and just made an acquisition of a small solar company.
They also just received million dollar contracts to start integrating their generators into hospitals and data centers, which is a huge step up from what they were working on before.
MTW
I'm a big fan/holder. Let me know if you ever wanna shoot the shit about this one.
JAH
There are some really great suggestions in here that I unfortunately can't do... But I think I'm going to go with WWW because I've always wanted to check it out, but just haven't ever found the time.
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