February 27, 20180CommentsPosition Close Update: Spectrum Brand Holdings (SPB)Due to a rating change and merger with HRG, we are closing this position. by Kyle Guske II, Senior Investment Analyst, MBA
January 18, 20180CommentsLong Idea Highlights & Lowlights From 2017We present the Long Idea highlights and lowlights from 2017. by Kyle Guske II, Senior Investment Analyst, MBA
June 29, 20170CommentsPodcast: Why Investors Ignoring This Consumer Goods Stock Are In The Danger ZoneCEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about a Long Idea that investors should not overlook. by Kyle Guske II, Senior Investment Analyst, MBA
May 15, 20170CommentsConsumer Goods Firm With Quality Risk/RewardWith growing profitability, expansion into high margin segments, and a valuation implying permanent profit decline, this stock could significantly outperform moving forward. by Kyle Guske II, Senior Investment Analyst, MBA