Alberto Barros/iStock via Getty Images When Energizer Holdings, Inc. (NYSE:ENR) announced its intention to acquire the battery business of Spectrum Brands (SPB) in 2018, the company was setting up to create a battery giant. Greater market power and costs synergies should in theory create a stronger business, yet lack of growth and a 5 times…
JHVEPhoto Introduction & Investment Thesis ZoomInfo (NASDAQ:ZI) is a cloud-based sales and marketing platform that has underperformed the S&P 500 and the Nasdaq 100 YTD. The company released its Q4 FY23 earnings report last month, and while revenue and earnings met expectations, the company has guided revenue to grow just 2.4% in FY24 and non-GAAP…
Vasyl Cheipesh/iStock via Getty Images Investment Rundown In the last few months, the company Fortune Brands Innovations, Inc. (NYSE:FBIN) has seen a very quick rise in its share price, going from the mid-50s to over $70 per share. The last earnings report by FBIN seems to have been a major cause for this rise as…
Iurii Garmash Investment Rundown Investing in the natural gas business I think will remain very appealing for decades to come. There is a push towards renewables, but it’s not fast enough to push aside companies like ONE Gas Inc (NYSE:OGS). The company still has a strong asset base and customers are expected to grow further…