Snowball Research
Snowball Research
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The Blog RR

My thoughts, works, and stories

Bloomin' Brands (BLMN): Deeply undervalued; solid FCF; announcement of strategic alternatives for Brazilian business after settlement agreement with Starboard; trading below the purchase cost of Starboard

Chegg (CHGG): Depressed valuation; Excellent FCF; Chegg AI has carved out its niche in the market

Boyd Group Services (BYDGF): Consolidator; Excellent FCF

The Children's Place (PLCE): Recent changes; Trading below Mithaq’s purchase cost

Bloomin' Brands (BLMN): Deeply undervalued; solid FCF; announcement of strategic alternatives for Brazilian business after settlement agreement with Starboard; trading below the purchase cost of Starboard

BlackSky Technology (BKSY): Recent changes in financial performance

Inseego (INSG): Restructuring debt, debt repayment, recent divestment & significant changes

Brainsway (BWA): Recently profitable and generates positive FCF

Flexsteel Industries (FLXS): Solid FCF/EV yield; Recent significant changes; Solid growth among industry headwind; Repurchased 32% of o/s shares

United Parks & Resorts (PRK): Recent changes

Magnite (MGNI): Switching cost; Solid market share; Long-term growth ahead as advertisers embrace streaming services for ad spend

Leon's Furniture (LEFUF): Solid FCF; Potential property REIT IPO

Kingstone Companies (KINS): Recent significant changes; History of FCF; Recent competitors’ exits create market opportunity equal to the company’s size

Cracker Barrel’s controversial bylaw amendments: Challenging the board twice is fine — but two failed campaigns could come with a $5 million bill

Granite Ridge Resources’ new CEO: Tyler Farquharson Shouldn’t Be Blamed for Exco Resources’ Bankruptcy (Ultra short notes)

BGSF, Inc. (BGSF): Recent divestment

Sleep Number (SNBR): Insider buying; Trading below the activist purchase cost; New CEO; Recent changes

Bumble (BMBL): High FCF yield - dating app facing “swipe fatigue”