In this episode of Pitch the PM, Doug welcomes Mark Layton, CFO of Mammoth Energy Services (NASDAQ: TUSK), to explore one of his highest conviction investment ideas and his first of twenty lifetime “Buffett punchcard” investments. This small cap company ($132 MM market cap) is valued below cash levels ($150 MM) with the market giving […]
Growth acceleration, a catalyst to unlock value. 2-2.5x Return Potential. Post the covid stock bubble, a laser focused management team at Zoom works to transform from a single-product company to an Enterprise platform. Revenue growth acceleration from low single-digits to high single-digits could be the catalyst for positive earnings revisions and potentially multiple re-rating. In […]
Reverse Engineering Berkshire’s POOL Investment: Buying a Great Company in a Lull In addition to presenting high-conviction investment ideas, we also reverse engineer great investor’s thesis to improve our process. Pool Corp. has a leading position in a good industry and has demonstrated the ability to consistently grow FCF/share in the mid-teens with a high […]
