I’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors translate into long-term free cash flow generation and shareholder value creation. I focus on fundamental research, and I tend to focus on sectors with st ...

Core Molding (CMT) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Speaker0 Good morning, everyone. Welcome to the Core Molding Technologies First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I will turn the call over to Sandy Martin, three part advisers. Please go ahead. Speaker1 Thank you, and good morning, everyone. ...

Spectrum Brands (SPB) Q2 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Joanne Chomiak - Director of Investor RelationsDavid Maura - Executive Chairman & CEOJeremy Smeltser - Executive VP & CFOPeter Lukas - DirectorOlivia Tong - Managing Director Conference Call Participants Peter Grom - Equity Research Analyst Operator Good day, and thank you for standing by. Welcome to the Q2 twenty twenty five Spectrum Brands Holding Earnings Conference Call. At this time, all participants are in a list ...

Civitas Resources (CIVI) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Civitas Resources First Quarter twenty twenty five Earnings Conference Call and Webcast. My name is Rochelle, and I will be your operator for today's call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Please be advised that today's conference call is being recorded. I will now ...

I give a hold rating for GFL Environmental Inc. ( GFL ) as I believe the current valuation already reflects its strong operational performance and near-term upside. While GFL is executing well, its stock has seen aI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinve ...

Diebold Nixdorf (DBD) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Christopher Sikora - Vice President of Business Finance OperationsOctavio Marquez - President & CEOThomas Timko - EVP & CFOJustin Ages - Director - Equity Research Conference Call Participants Matt Bryson - AnalystMatt Summerville - Managing Director & Senior Research Analyst Operator Hello, good day, and welcome to Diebold Nextdoor's First Quarter twenty twenty five Earnings Call. My name is Kate, and I'll be coordina ...

Diebold Nixdorf (DBD) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Hello, good day, and welcome to Diebold Nextdoor's First Quarter twenty twenty five Earnings Call. My name is Kate, and I'll be coordinating today's call. Following your speakers' remarks, there will be a question and answer session. I'd now like to turn the call over to our host, Chris Sicora, Vice President of Investor Relations. Chris, please go ahead. Speaker1 Hello, everyone, and welcome to our first quarter twenty twenty fiv ...

Talos Energy (TALO) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Clay Jeansonne - VP - Investor RelationsPaul Goodfellow - President & CEOSergio Maiworm - Executive VP & CFONate Pendleton - Vice PresidentPhu Pham - Equity Research AssociateMichael Scialla - Managing DirectorMichael Furrow - Vice PresidentNoel Parks - Managing Director - Energy ResearchJeffrey Robertson - Managing Director Conference Call Participants Greta Drefke - Equity Research AnalystTim Rezvan - Managing Director ...

Talos Energy (TALO) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Talos Energy First Quarter twenty twenty five Earnings Conference Call. This call is being recorded on Tuesday, 05/06/2025. I would now like to turn the conference over to Clay Johnson. Please go ahead. Speaker1 Thank you, operator. Good morning, everyone, and welcome to our first quarter twenty twenty five earnings conference call. Joining me today to discuss our results are Pa ...

May 2025 Disclaimer The information in this presentation relates to Crescent Energy Company (the "Company," "Crescent," "we," "us," "our" or "CRGY") and contains information that includes or is based upon "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, included in this presentation, including statements ...