Posted on 11/27/19
Dell: Deleveraging To Unlock Significant Value
SummaryDell shares continue to trade at a deep discount.Multiple levers available to drive EBITDA expansion.Shares to trade up to ~$85 on EBITDA expansion, though a successful . . .
Posted on 9/6/19
Johnson & Johnson: An Emerging Sum Of The Parts Investment Case
Summary A sizable portion of litigation costs has been imputed in JNJ's current share price, which I believe is overblown. Improving prospects on Medical Device and . . .
Posted on 9/6/19
Johnson & Johnson: An Emerging Sum Of The Parts Investment Case
SummaryA sizable portion of litigation costs has been imputed in JNJ's current share price, which I believe is overblown.Improving prospects on Medical Device and Pharma segments . . .
Houston
