Kevin Wilde
Kevin Wilde
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Kevin Wilde commented on the post, AutoNation (AN): A Cheap Cannibal with Minimal Downside 6 years ago
Hi Dave. That was a nice post. Thx.
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Kevin Wilde wrote a new post 6 years ago
Opportunity Summary:Vestas holds the top position among wind turbine manufacturers.The industry has attractive economics (high ROIC) and long-term growth prospects; wind as an energy source has crossed the […]
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Kevin Wilde commented on the post, National Cinemedia (NCMI) 6 years ago
Andre,
Further to my last comment. Does this mean the true share count is the common shares outstanding + the number of Common Unit Memberships outstanding?
Thanks again,
Kevin
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Kevin Wilde commented on the post, National Cinemedia (NCMI) 6 years ago
Andre,
If I’m reading the 10-K correctly, 1 Common Unit Membership can be exchanged for 1 NCM Inc’s common stock and under the “Common Unit Adjustment Agreement”, the number of Common Unit Memberships held by […]
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Kevin Wilde commented on the post, Summerset (SUM): A New Zealand Retirement Village Developer with "Float" 6 years, 1 month ago
Hi Andre,
That was a great write-up. I looked at Summerset, Bupa, Ryman, Metlife, Oceania, and Arvida a few months back, but couldn’t get my head completely wrapped around the industry, so your article was v […]
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Kevin Wilde commented on the post, Booking Holdings (BKNG): A Fast Growing Industry Leader Built on Network Effects and a Strong Brand 6 years, 1 month ago
Great article. Any thoughts on AirBnB’s place in the industry and how it could affect an investment in Booking Holding? How concerned are you about the Google threat…do you think they want to offer a direct […]
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Kevin Wilde commented on the post, Auto Dealership Groups 6 years, 2 months ago
UPDATE 25-JAN-2018; Subject: Vertu Motors Extension of Share buy-back Programme
“Following the July 2017 Annual General Meeting (AGM) the Group commenced a share buy-back
programme, and since then the Group […] -
Kevin Wilde commented on the post, Safestyle UK PLC (LSE:SFE) 6 years, 2 months ago
Hi Andrey,
They each sold a block amounting to 1/3 of their total shares owned (1.4MM shares for CEO Steve Birmingham and 105k shares for CFO Mike Robinson on 3-JAN-2018). It’s clearly not a ringing endorsement […] -
Kevin Wilde wrote a new post 6 years, 3 months ago
Opportunity:Long-time market leader in UK roadside assistance.Very little competition (RAC, Greenflag) in durable, niche industry.Incredibly predictable, high return on capital business.Strong competitive […]
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Kevin Wilde commented on the post, Safestyle UK PLC (LSE:SFE) 6 years, 4 months ago
Hi Phil,
The announcement hasn’t really changed my view. An economic slowdown was the biggest risk I had noted, but I don’t really consider it that much of a risk because I expect the company to gain market […]
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Kevin Wilde wrote a new post 6 years, 4 months ago
I was wondering if anyone here has looked at Dice Holdings or has a good working knowledge of the Staffing & Outsourcing industry? The stock looks very attractive if it can be stabilized under new management.
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Kevin Wilde wrote a new post 6 years, 5 months ago
Safestyle has the #1 position in the UK replacement window and doors segment.The company has a simple, proven business model that has seen them grow market share for 12 consecutive years (up from 4.1% in 2005 to […]
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Kevin Wilde commented on the post, The Cheesecake Factory (CAKE) 6 years, 5 months ago
Hi Jayden,
Nice post, I enjoyed reading it.
Cheers,
Kevin -
Kevin Wilde wrote a new post 6 years, 5 months ago
ThesisAuto dealership groups with scale are attractive businesses with good profitability and attractive growth opportunities driven by industry consolidation.Dealership franchises are protected from competition […]
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Kevin Wilde commented on the post, Hamilton Beach Brands (NYSE:HBB) – Quick Valuation 6 years, 7 months ago
Hi Jayden,
The stock just started trading today.
I believe it is trading for around $30 per share. There are ~6.8MM class A shares outstanding + 6.8MM class B shares (that have 10x the voting power and can […] -
Kevin Wilde wrote a new post 6 years, 7 months ago
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 a […]
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Kevin Wilde wrote a new post 6 years, 7 months ago
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Kevin Wilde commented on the post, Cheesecake Factory (NAS:CAKE) 6 years, 7 months ago
Thanks Andrew.
As I mentioned in my e-mail, I don’t have any great theories on why the stock has sold-off so much in the recent past except that comparable restaurant sales came in at -0.5% during Q2. The […]
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Kevin Wilde wrote a new post 6 years, 7 months ago
The Cheesecake Factory (NAS: CAKE)14-SEP-2017 (EV $1.82B; Mkt Cap $1.88B; 49.0MM shares outstanding; $40.29/share)STATUSAt end of 2016, CAKE had a total of 208 company-owned restaurants (all U.S. based):194 […]
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Kevin Wilde wrote a new post 6 years, 10 months ago
UPDATED: 20-JUN-2017Athletic apparel manufacturers typically develop, market, and distribute their own branded apparel, footwear, and accessories for men, women, and youth. Products are usually sold worldwide […]
