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4	member 7/15/21 11:27AM Price Increases
June PPI data was also flat, but they've just announced some price increases. TBD which biz lines they will affect. On balance good news I think https://www.prnewswire.com/news-releases/axalta-announces-global-price-increases-301334608.html view available tags
3	member 7/13/21 3:08PM Re: Notes 2
Hi Rialto – thank you for sharing your notes and appreciate some of your thoughts. We have definitely wrestled with some of the same dynamics you brought up, specifically around the long-term sales growth performance... login to read the rest 1 view available tags
2	member 7/12/21 9:44PM Notes
Thanks for the write-up. We looked at this recently with a similar lens but couldn't get it over the hurdle on a couple points. Sharing a few notes below in case helpful. - Refinish:... login to read the rest 8 view available tags
1	member 7/12/21 8:20PM Agree
This feels way too cheap for where we are in the cycle and particularly when compared to PPG and SHW. I think in the near-term people are concerned about semi shortages and raw material inflation.... login to read the rest view available tags