Research from Micawber Capital

By Rahul Mepani

Company and Industry Analysis

Company and Industry Analysis

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Research from Micawber Capital
Research from Micawber Capital
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Allison Transmission - Keep on Trucking

A high ROIC company at a low multiple of FCF. How much of a concern is electrification? Click the link below to read about Allison Transmission and the debate around its investment merits. $ALSN

 
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Charter (2019 writeup)

A link to my writeup for clients -- expecting to do an update in the next few weeks discussing where things are better/worse and what the future holds.

 
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