The Blog RR
My thoughts, works, and stories
Revisit Kohl’s (KSS) - Recent significant changes
Mastercraft Boat Holdings (MCFT): Recent significant changes
Malibu Boats (MBUU): Moat; FCF; Solid balance sheet
A small-cap healthcare technology company, Veradigm (MDRX), appoints a new CEO, one of the top five executives at $28B competitor Cerner
Frontdoor (FTDR): Moat; Growing non-warranty business
Gentex Corporation (GNTX): Solid moat; Authorized to buyback 18% of o/s shares; recent subtle changes
I. MOAT
Automotive Mirrors & Electronics segment generates roughly 93% of total revenue.
This segment’s signature products are interior