From time to time, like to write up things. If you don't know me, I tend to post only in the daily threads, but I love to research companies and find new investments.
I'm more of a GARPy investor, so I like to find the sweet spot between growth and value.
All these companies listed are more for research and not saying going out to buy, but rather some interesting companies and a place to jump off from.
$TILE
Fundamentals:
https://stockanalysis.com/stocks/tile/statistics/
What they do
They are basically one of the largest producers of carpet and vinyl tiles for commercial spaces. They aren't really a residential company, but rather focus on things like healthcare and education.
Right now the company is doing the "One Interface" plan, which they are focusing on unifying global operations to drive efficiency while targeting high-growth market segments. They are also going more into healthcare and education, which is higher margins. Also going after manufacturing efficiency with warehouse automation.
The stock also pays a tiny dividend.
Latest investor presentation:
$CDLR
Fundamentals:
https://stockanalysis.com/stocks/cdlr/statistics/
What they do
They build specialize ships for doing offshore wind projects. The company is based out of Denmark. The company fundamentals look kind of wonky, this is because company is pouring a ton of their cash flow into building new ships. These ships should come online soon. That's kind of their moat, is they have specialized ships only for the off shore wind.
New ships should be coming out this year.
Due to the recent political climate, Europe is looking to investment more into offshore wind.
Latest Investor Presentation
ESAB
Fundamentals:
https://stockanalysis.com/stocks/esab/statistics/
This one is more expensive of the group, but it's been on a little bit of a run.
What they do
They are a smaller player in the welding space. They gas control technology, they offer some software solutions for automatic welding, welding equipment. They are a spin off from Colfax back in 2022.
Recently just acquired a new company EddyFI which is a leader in electromagnetic testing. They are looking to become a full workflow product.
The company is activity trying to expand margins and trying to get to a 22%+ EBITDA margin by 2027.
Latest Slidedeck from their Eddyfi acquistion
Slow day, here's something interesting companies that you probably never heard of
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Posted by _hiddenscout