Sign up or Log In

show sort by

You are not eligible to view 1 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
2	member 1/03/24 3:15PM post spin story
Great writeup! Given the NXT spinoff announcement this am, what further upside (buybacks/multiple expansion) would you model from here for the incremental buyer? The multiple gap vs JBL is noticeable but what would bridge that view available tags
1	member 10/26/23 9:52AM Thoughts Post Q
Strong margin perf in light of rev declines. What do you make of FLEX's end markets seemingly down much more than JBL's? There is definitely some overlap in similarly named segments . . . Thanks. view available tags