KKR announces agreement to sell C.H.I. Overhead Doors to Nucor Corporation in a transaction valued at $3.0 bn, 13.0x EBITDA
Direct comp to $GFF's larger HBP business
13x for HBP = $4.3 billion
Griffon's EV = $2.7 billion
https://t.co/MG1eoRWugu
$RMNI remains a name we like for the next few years, still only trading at 2.4x and 3.9x 2021 gross profit EOY, with growth accelerating and margins expanding. Comps at multiples of this still. Here are a few key notes/quotes from the quarter we found most interesting.
@bizalmanac@NintendoCoLtd Here is our recent quick pitch on $NTDOY in Value Investor Insight. Net of cash + investments, still only paying <7x NTM Operating Income. Our growth estimates might be too conservative based on recent sales data.
JH = @jonrice80. Also shows a teaser on $AVID
cc @taylor_hndrson
The slate for tomorrow... it’s not small (that’s what she said)
S. Miss -4
Mizzou +6.5
Purdue -2.5
SIUE +11
Loyola +1
La Tech +4
Okie St -1.5
FSU -1
SFA -13.5
WKU -6.5
Florida +5
S. Carolina -1
UNCW +6
Zona -4.5
BYU +4.5
#HiveMadness#GamblingTwitter
The Pod is live! We talk a little XFL (including week 2 plays) and review the CBB slate tomorrow with a few leans
#HiveMadness 24-19-1
#GamblingTwitter
https://t.co/8fRSR2HCPF
Wasn’t a great ending yesterday but we’ll take a 7-3 showing anytime
Wisconsin +5.5 ✅
Georgia -6.5 ✅
Louisville -3.5 ✅
Miss St -5.5 ✅
Northern Iowa -10 ✅
North Texas -7.5 ❌
East Tennessee st -3 ✅
Michigan -1 ✅
Kentucky +3.5 ❌
Washington -5 ❌
#HiveMadness 20-16