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Subscribeith growth & inflation decelerating into Fed tightening, the (now) lower valuation and not-so-cyclical end-markets make for it a reasonable long exposure in what is likely to be a ‘value trap’ Materials minefield. Capacity..
From pandemic darling & the frontrunner to disrupt the card networks to a bearer of the dreaded legacy payments label, all in a flash.
Ecolab has fallen out of favor the past couple years, at least by Ecolab standards. It has been impacted by reduced volumes from the pandemic and, more recently, by rising...
Air Products has been a notable laggard in recent months, with concerns around major project/investment challenges, hurricanes, and activity in China, among others, impacting sentiment. Deploying excess capital, which Jaz...
We see unusual dispersion among Ag-related equities in pesticide, fertilizers, and equipment. Valuations, estimates, and performance have diverged in a number of promising...
Consumer purchases of soaps and disinfectants surged during the pandemic, and a normalization of sanitizing product demand may pressure pricing...
We were surprised by the evident weakness in IFF’s quarter-end positioning. Incremental data and field work have increased our confidence in the bear...
We think building products and construction materials names are one of the few interesting longs in the sector. To buy cyclicals ‘cheap’ means buying into weak results. With residential construction spending down high...
We have waited for an opportunity to add OC shares back, particularly since we took...