Posted on 8/5/20
Huntington Ingalls: Undervalued Leader In Naval Warfare
SummaryHuntington Ingalls is one of two major manufacturers of warships and submarines for the US Navy.The company has improved its financial metrics in a very impressive . . .
Posted on 6/10/20
Boston Beer: Expensive Hangover
SummarySAM has historically been a quality company, with high returns on invested capital.As the company has grown, returns on invested capital have come down.Currently, the company . . .
Posted on 6/3/20
2U: Growth For Free
Summary2U is losing money due to high marketing cost.Assuming more normal levels of S&M spend in a steady state, the stock appears undervalued.Investors interested in the . . .

