Investment Thesis I previously covered Keysight (NYSE:KEYS) where I talked more in depth about the business model and the implied quality I think it...
Investment Summary Avid readers of this channel will know that we have been scouring the basic materials sector for 1) well-priced compounders, with 2)...
Introduction & Investment Thesis Deckers Outdoor (NYSE:DECK) is a casual lifestyle and performance-driven footwear, apparel, and accessories company that operates across its five proprietary...