Sharing investment analysis on quality, undervalued businesses to make you money and save you time.
Platform | Substack | Pricing | Freemium | Publishes | Twice weekly |
---|---|---|---|---|---|
Issues | 41 | Subscribers | Read | kylerjohnson.substack.com |
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Janus International is a niche company trading at a low 7.4x FCF valuation. On top of that the company currently has over 50% market share in the self storage door systems. And an 80% market share with institutional self storage facilities....
The Keller Group is a Geotechnical Engineering powerhouse trading at under 6x free cash flow.
After Celanese's 50% tumble do they have multi-bagger potential?
Most economic moats are found in large, well-known companies, which is why Kinsale Capital is a fantastic surprise. Keep reading to discover why this high-quality insurance company presents an exciting opportunity.
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Investment analysis to save you time and make you money.
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