We came across a bullish thesis on MSC Industrial Direct Co., Inc. on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on MSM. MSC Industrial Direct Co., Inc.'s share was trading at $84.25 as of January 29th. MSM’s trailing and forward P/E were 22.75 and 19.42 respectively according to Yahoo Finance. manufacturing, manufacture, metal, sheet, plant, steel, worker, press, roof, cutting, shop, workshop, panel, wall, russia, profile, facing, square, ...

Dolby Laboratories, Inc. (NYSE:DLB) is a renowned company in the audio and imaging industry, known for its innovative sound technologies. It provides audio, imaging, and voice technologies for cinemas, home theaters, PCs, mobile devices, and games. Dolby's competitors include companies like NETGEAR, Morningstar, Copart, and MSC Industrial Direct, each operating in different sectors but comparable in financial analysis.Dolby Laboratories has a Return on Invested Capital (ROIC) of 8.28% and a Weighted Average ...

Vancouver, British Columbia--(Newsfile Corp. - January 22, 2026) - Metalsource Mining Inc. (CSE: MSM) (the "Company" or "Metalsource") announces that the Company has entered into an amending agreement with Independent Trading Group ("ITG") pursuant to which the monthly fee is being increased from $5,000 per month to $6,500 per month. The Company entered into the original agreement with ITG in October 2024. All other terms of the original agreement remain the same. ITG and the company are unrelated and unaf ...

Core Viewpoint - Metalsource Mining Inc. is advancing its diamond drilling program at the Silver Hill Project in North Carolina, with promising results indicating significant sulphide mineralization [1][2]. Drilling Results - Drill hole SH26-07 intersected a broad zone of mineralization between approximately 129.85m and 155.45m, featuring multiple intervals of semi-massive to massive sulphides, including sphalerite, galena, and pyrite [3][6]. - Drill hole SH26-08 has intersected sulphide mineralization starting at approximately 185m to 191m, with an apparent thickness of 6m and an estimated true thickness of 4m, located south of historic underground workings [4][6]. Geological Context - The Silver Hill Project is situated in the Carolina Terrane, characterized by volcaniclastic and volcano-sedimentary rocks of Neoproterozoic and Cambrian age, with mineralization extending to 550m from the surface [9]. - Recent surface sampling has yielded high-grade results, including 444g/t Ag, 17.7g/t Au, 8.61% Pb, and 0.507% Zn from drill hole SH25-003 [9]. Ongoing Exploration - The current drilling program aims to test down-dip and along-strike extensions of the mineralized system, with plans for step-out drilling to evaluate continuity and scale [6][7]. - Core processing is ongoing, with logging, sampling, and laboratory analysis in progress to determine the economic significance of the identified mineralization [6][7].

Financial Data and Key Metrics Changes - The meeting confirmed that 55,791,582 shares of Class A common stock were outstanding as of the record date, with each share entitled to one vote [4] - The proposals presented at the meeting required a majority vote to pass, which was achieved for all items [22] Business Line Data and Key Metrics Changes - No specific financial data or key metrics related to individual business lines were discussed during the meeting Market Data and Key Metrics Changes - No specific market data or key metrics were provided during the meeting Company Strategy and Development Direction and Industry Competition - The company continues to prioritize good corporate governance practices, as evidenced by the appointment of Ernst & Young as the independent registered public accounting firm since 2002 [12] - The company is focused on maintaining shareholder engagement and considering their opinions in future compensation decisions for executive officers [15][16] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting Other Important Information - The meeting was held virtually, allowing shareholders to vote online and submit questions [1] - The company proposed to increase the number of shares available under the Associate Stock Purchase Plan by 300,000 shares and extend the plan's term for an additional five years [18] Summary of Q&A Session Questions and Answers - There were no questions submitted by shareholders during the Q&A session [20][21]

Financial Data and Key Metrics Changes - The meeting discussed the election of directors, ratification of Ernst & Young as the independent registered public accounting firm for fiscal year 2026, and approval of executive compensation on an advisory basis [8][21] - A total of 55,791,582 shares of Class A common stock were outstanding as of the record date [4] Business Line Data and Key Metrics Changes - No specific business line data or key metrics were provided in the meeting [0] Market Data and Key Metrics Changes - No specific market data or key metrics were provided in the meeting [0] Company Strategy and Development Direction - The company aims to maintain good corporate governance practices by submitting the appointment of Ernst & Young for ratification, despite it not being required [13] - The company plans to increase the number of shares available under the Associate Stock Purchase Plan by 300,000 shares and extend the plan's term for an additional five years [17] Management Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting [0] Other Important Information - The meeting was held virtually, allowing shareholders to vote online and submit questions [1][19] - The inspector of elections reported that a majority of votes were cast in favor of all proposals presented [21] Q&A Session Summary - There were no questions submitted by shareholders during the Q&A session [19][20]

Financial Data and Key Metrics Changes - The meeting confirmed that 55,791,582 shares of Class A common stock were outstanding as of the record date, with each share entitled to one vote [4] - The board of directors confirmed a quorum was present for the meeting, indicating sufficient shareholder participation [6] Business Line Data and Key Metrics Changes - No specific financial data or key metrics related to individual business lines were discussed in the meeting Market Data and Key Metrics Changes - No specific market data or key metrics were provided during the meeting Company Strategy and Development Direction and Industry Competition - The company continues to prioritize good corporate governance practices, as evidenced by the nomination of a majority of independent directors [9] - The appointment of Ernst & Young as the independent registered public accounting firm for fiscal year 2026 was ratified, reflecting the company's commitment to maintaining high standards in financial reporting [13] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting Other Important Information - The meeting included proposals for the election of directors, ratification of the independent auditor, advisory approval of executive compensation, and an amendment to the stock purchase plan [7][8] - The amendment to the stock purchase plan will increase the number of shares available for sale by 300,000 and extend the plan's term for an additional five years [18] Summary of Q&A Session Questions and Answers - There were no questions submitted during the Q&A session, and the meeting proceeded directly to voting on the proposals [20][21]

Vancouver, British Columbia--(Newsfile Corp. - January 20, 2026) - METALSOURCE MINING INC. (CSE: MSM) (the "Company" or "Metalsource") announces the appointment of Adam Falkoff as a Director of the Company.Mr. Falkoff has over 20 years of experience in public policy, diplomacy and business development. He has advised CEOs of the Fortune 100, Presidents, Prime Ministers, Cabinet Ministers and Ambassadors. He is a life member of the Council on Foreign Relations and a member of the Trilateral Commission. He i ...

Vancouver, British Columbia--(Newsfile Corp. - January 19, 2026) - METALSOURCE MINING INC. (CSE: MSM) (the "Company" or "Metalsource") announces the appointment of Adam Falkoff as a Director of the Company.Mr. Falkoff has over 20 years of experience in public policy, diplomacy and business development. He has advised CEOs of the Fortune 100, Presidents, Prime Ministers, Cabinet Ministers and Ambassadors. He is a life member of the Council on Foreign Relations and a member of the Trilateral Commission. He i ...

Core Viewpoint - MetalSource Mining Inc. has expanded its Silver Hill exploration land package by adding two strategically located properties totaling approximately 97.6 acres, enhancing its exploration capabilities in a historically significant mining area [1][5]. Group 1: Land Expansion Details - The newly added properties include the Hinkle Lands (85.5 acres) and the Adkins Tract (12.07 acres), which are strategically positioned along mineralized trends [4]. - The total area of the Silver Hill Project now encompasses 512.21 acres, with both new properties held under five-year Exploration Licenses with an option to purchase, renewable annually [3][5]. Group 2: Project Significance - The Silver Hill project is located in Davidson County, North Carolina, recognized as America's first silver mine, and is situated on private land in a mining-friendly jurisdiction [5][6]. - The project utilizes modern exploration techniques, including diamond drilling and geophysical surveys, to advance its development [5][6]. Group 3: Geological Insights - The property is underlain by volcaniclastic and volcano-sedimentary rocks of Neoproterozoic and Cambrian age, suggesting a geological connection to the Avalon Terrane [6]. - Historical data indicates mineralization extends to 550 meters from the surface, with recent surface sampling yielding significant results, including 444g/t Ag, 17.7 g/t Au, 8.61% Pb, and 0.507% Zn [6].