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Young and Co’s Brewery PLC

I recently mentioned, commenting on Jayden Preston’s excellent post analysing the Cheesecake Factory, one of my holdings, Young and Co’s Brewery PLC (“Young’s”). I thought it would be interesting to do a write-up of the company as it’s a very interesting company and also one that, I suspect, most members may not have heard of…....

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Auto Dealership Groups

Thesis Auto dealership groups with scale are attractive businesses with good profitability and attractive growth opportunities driven by industry consolidation. Dealership franchises are protected from competition by regional exclusivity. They earn high margins on vehicle parts & servicing by acting as the warranty arms and parts distributors for their major automaker partners. Despite similar economics…...

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Hamilton Beach Brands (NYSE:HBB) – Quick Valuation

I took a quick look at Hamilton Beach Brands after reading about it in some of Geoff’s articles.  In the 10-K, the company segments profits by NACoal, KC, NACCO & Other, and HBB.  So, I’m talking about HBB here and I’m just crunching numbers without doing any sort of qualitative analysis. 5Y median Return on…...

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Cheesecake Factory (NAS:CAKE)

The Cheesecake Factory (NAS: CAKE) 14-SEP-2017 (EV $1.82B; Mkt Cap $1.88B; 49.0MM shares outstanding; $40.29/share) STATUS At end of 2016, CAKE had a total of 208 company-owned restaurants (all U.S. based): 194 Cheesecake Factory restaurants 13 Grand Lux 1 Rock Sugar Pan Asian NOTE: Each restaurant has sales of ~ $10.5 annually. Maintenance CapEx over…...

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RLI Corp (NYSE:RLI) – Just Wait for the Price

Introduction   Founded in 1965, RLI Corp. is a specialty insurance company with a niche focus. Initially, the company was called Replacement Lens Inc.*, as the company started out as an insurer for contact lens. They were once the largest insurer of this product in the world. In 1976, RLI expanded beyond contact lens insurance…...

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Merkur Bank (XETR: MBK)

Merkur Bank (MBK) is a small regional bank located in Munich, Germany. In 1986, MBK was acquired by a group of private investors led by Mr. Siegfried Lingel. At this time MBK had total assets of €14 million and 7 employees. Mr. Lingel refocused the bank’s business on financing residential real estate developers in Leipzig,…...

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