July 5, 2022, Tuesday
4:30 PM – 6:30 PM PHT...
Read MoreIt is a great compliment to say something ages like fine wine.
It means that something has gotten better over the years. Over time, fine wine develops a more nuanced and complex flavor that is often thought of as higher quality. Similarly, a person who has “aged like fine wine” has gotten better over the years, often by becoming more dashing in appearance or more well-rounded in personality...
Read MoreFeatured Top Idea
TRIP – Tripadvisor, Inc.
Action: Buy 2025 7.000% Bonds, CUSIP: 896945AAO(8.066% YTW, 4.696% iYTW)...
Fox Factory (FOXF) has a high quality brand and growth opportunities into related markets. Uniform Accounting shows the value of the company’s brand, and it shows that the market isn’t pricing that sustainably. That makes Fox Factory a compelling buy...
Read MoreTRIP – No Traded CDS, Base Case iCDS 134bps
Negative Case iCDS 188bps, 2025 7.000% Bond YTW of 8.066%
iYTW of 4.696%, B1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
Read MoreFeatured Top Idea
HOLX – Hologic, Inc.
Action: Buy 2028 4.625% Bonds, CUSIP: 436440AM3 (5.919% YTW, 4.769% iYTW)
Buy 2029 3.250% Bonds, CUSIP: 436440AP6 (6.213% YTW, 4.933% iYTW)...