Value in Corporate Events

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Alliance Laundry: Do Not Get Washed
Seeking Alpha· 2025-10-10 11:53
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate cap ...
Roper Technologies: Approaching Interesting Territory (NASDAQ:ROP)
Seeking Alpha· 2025-09-30 19:46
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the spring, I believed that Roper Technologies, Inc. (NASDAQ: ROP ) continued to execute well. The company excels in niche markets, thanks to a strong focus on software, which in combination wi ...
Martin Marietta Materials: On Aggregate Looking Too Expensive (NYSE:MLM)
Seeking Alpha· 2025-09-27 09:23
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!At the start of 2024, I concluded that Martin Marietta Materials (NYSE: MLM ) was adding more aggregates, yet concluded that issues were lingering. In the one and a half years that followed, share ...
Westlake: Painful Moves At The Lower End Of The Cycle (NYSE:WLK)
Seeking Alpha· 2025-09-26 19:13
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!It has been nearly a decade since I covered shares of Westlake Corporation (NYSE: WLK ) when it acquired Axiall. That coverage has obviously become outdated but nonetheless remains interesting. Ev ...
WaterBridge Infrastructure: Water Play Betting On The Permian
Seeking Alpha· 2025-09-22 11:24
Core Insights - WaterBridge Infrastructure LLC (NYSE: WBI) has successfully completed a public offering, with shares experiencing healthy gains from the outset, indicating strong investor interest despite concerns regarding the asset-intensive nature of the business [1]. Group 1 - The public offering of WaterBridge Infrastructure LLC has attracted significant investor interest, leading to positive share performance [1]. - The company operates in an asset-intensive sector, which typically raises concerns among investors, yet the current market response has been favorable [1]. - The investing group "Value In Corporate Events" focuses on identifying opportunities in major corporate events such as IPOs, mergers, and earnings reports, providing members with actionable insights [1].
Dover: Becoming Relatively Compelling
Seeking Alpha· 2025-09-17 19:50
Core Insights - Dover Corporation (NYSE: DOV) is actively working on its strategic positioning following a $620 million acquisition of SIKORA AG, which is considered a strategic but relatively expensive deal [1]. Group 1 - Dover Corporation's acquisition of SIKORA AG is valued at $620 million, indicating a significant investment aimed at enhancing its market position [1].
MillerKnoll: Stuck In The Office, Cheap But Not Cheap Enough
Seeking Alpha· 2025-09-11 18:24
Core Insights - The article discusses the performance and strategic developments of MillerKnoll, Inc. (NASDAQ: MLKN) since the merger of Herman Miller and Knoll in spring 2021 [1]. Group 1: Company Overview - MillerKnoll, Inc. is a result of the merger between Herman Miller and Knoll, which was announced in spring 2021 [1]. - The investing group "Value In Corporate Events" focuses on identifying opportunities in major corporate events such as IPOs, mergers & acquisitions, and earnings reports [1]. Group 2: Investment Opportunities - The service provides coverage of 10 major events each month, aiming to find the best investment opportunities for its members [1].
Illinois Tool Works - It Might Have Worked Too Much (NYSE:ITW)
Seeking Alpha· 2025-09-11 12:01
Group 1 - The article discusses the investment opportunities related to Illinois Tool Works (NYSE: ITW), highlighting that it was last covered in the summer of 2018 when the company was considered undervalued [1][2]. - The investing group "Value In Corporate Events" focuses on major corporate events such as earnings reports, IPOs, and mergers & acquisitions, aiming to identify the best investment opportunities [2][3].
Bullish: Hard To Be Bullish
Seeking Alpha· 2025-08-18 09:01
Core Insights - Bullish (NYSE: BLSH) shares experienced significant volatility post-IPO, initially soaring but subsequently declining by 40% from their peak, while still trading approximately double the official IPO price after just two trading days [1]. Group 1: Company Performance - Bullish shares opened strongly but faced a sharp decline, indicating potential market volatility and investor sentiment challenges [1]. Group 2: Market Context - The trading activity of Bullish reflects broader trends in IPO performance, where initial excitement can lead to rapid price fluctuations shortly after public offerings [1].
UFP Industries: Normalization Continues But Might End Soon
Seeking Alpha· 2025-08-10 08:52
Core Insights - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, mergers and acquisitions (M&A), and initial public offerings (IPOs) [1] - The service aims to provide actionable investment ideas and covers approximately 10 significant events each month to identify the best investment opportunities [1] Group 1 - The service offers members the chance to capitalize on various corporate events, including IPOs and changes in capital allocation [1] - The analyst expresses a potential interest in initiating a long position in UFPI within the next 72 hours [1]