Zach Bristow Archives

Dover: Excellent Economics Well Captured At Current Multiples (NYSE:DOV)Dover: Excellent Economics Well Captured At Current Multiples (NYSE:DOV)

July 4, 2024 Zach Bristow 0 Comments 1:10 pm

Pgiam/iStock via Getty Images Investment thesis Founded in 1947 and based in Illinois, Dover Corporation (NYSE:DOV) is a diversified manufacturing[...]

RPM International Stock: Excellent Economics, Well Reflected At Current Prices (NYSE:RPM)RPM International Stock: Excellent Economics, Well Reflected At Current Prices (NYSE:RPM)

June 21, 2024 Zach Bristow 0 Comments 2:16 am

Pgiam/iStock via Getty ImagesInvestment Summary As we enter the halfway point of 2024, positioning for the remainder of the year[...]

Prosus: Exceptionally Valued With High Return Prospects (PROSY)Prosus: Exceptionally Valued With High Return Prospects (PROSY)

June 18, 2024 Zach Bristow 0 Comments 6:34 am

Pgiam/iStock via Getty Images Investment Summary We are nearing the midway point of 2024. At this point, my estimation is[...]

Tenet Healthcare (THC): Asset Sales, Current Multiples Support Re-RatingTenet Healthcare (THC): Asset Sales, Current Multiples Support Re-Rating

June 17, 2024 Zach Bristow 0 Comments 2:55 am

Pgiam/iStock via Getty Images Investment Summary Since my last publication on Tenet Healthcare Corporation (NYSE:THC) shares have caught a tremendous[...]