Snowball Research
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The Blog RR

My thoughts, works, and stories

JELD-WEN Holding (JELD): Trading significantly cheaper than recent takeover; recent changes

Marketwise (MKTW): New CEO is a big positive; Complex ownership structure

JAKKS Pacific (JAKK): FCF/EV yield of 35%; CFO play; Debt free

Bowlero (BOWL): Critical commentary

Noodles & Co (NDLS): Initiatives planned by the new CEO

American Public Education (APEI): Recent changes

E2open Parent Holdings (ETWO): Recent significant changes; Strategic alternative; Elliott initiates discussion with the board

Turtle Beach Corporation (HEAR): Turned profitable; generated FCF; Value Enhancement Committee; recent acquisition; CEO change

The Eastern Company (EML): Recent significant changes

Utz Brands (UTZ): Recent significant changes

Semler Scientific (SMLR): Bitcoin is its primary treasury reserve asset

JELD-WEN Holding (JELD): Additional notes

MiMedx Group (MDXG): Recent changes after the appointment of new CEO; The newly appointed CEO has a track record of leading the sale of multiple companies

Brady Corporation (BRC): Interesting Company worth tracking; Excellent FCF

Climb Global Solutions (CLMB): Changes under the new CEO

H&E Equipment Services (HEES): Solid FCF; Changes under the new CEO

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

Boyd Group Services (BYDGF): Consolidator; Excellent FCF