McValue.Blog
Mar 8, 2022 · Visit the post for more. Disclaimer. Nothing on this blog should be construed as investment advice; instead, everything on this blog is the opinion of the author and only the …
About - McValue.Blog
Chris McIntyre Chris McIntyre is the CIO of McIntyre Partnerships, a concentrated value fund. He has over fifteen years of investment experience across several funds, including MAK Capital, …
Our SHC Podcast – McValue.Blog
Mar 7, 2023 · Hello. I recently went on the Yet Another Value Podcast to present our thesis in Sotera Health Company (SHC), the fund's largest investment. You can find the transcript …
Historical Corrections: Down 15% Is Close Enough – McValue.Blog
Mar 8, 2022 · tl;dr – Since 1945, once the S&P 500 has pulled back 13% like it reached yesterday, ~50% of the time the market bottom is within 5% and ~75% of the time the market …
Growth vs. Value vs. Logic – McValue.Blog
Nov 29, 2021 · What happened if you paid 20x sales for MSFT at IPO? What happened if you assumed AMZN could hit WMT’s margins? Before I begin, I have a confession to make. …
An Introduction – McValue.Blog
May 11, 2021 · McValue.Blog ☰ Menu. Home; About; Contact; An Introduction. Posted on May 11, 2021 by Chris McIntyre. Hello and welcome to the blog. I’m excited to share my stock …
NFLX Quick Thoughts – McValue.Blog
Apr 20, 2022 · McValue.Blog ☰ Menu. Home; About; Contact; NFLX Quick Thoughts. Posted on April 20, 2022 by Chris McIntyre. Disclaimer: I and my funds own common shares in NFLX. Do …
Garrett Motion (GTX) – McValue.Blog
May 17, 2021 · Disclaimer: I and my funds own common and preferred shares in GTX. To launch the blog, I’d like to introduce you all to my current top idea – Garrett Motion (GTX), a global …
The Bird in Hand: NFLX, HLMN, and Current Free Cash Flow
Feb 1, 2022 · Disclaimer: I and my funds own common shares in NFLX and HLMN. TL;DR – Stocks with high current FCF yields benefit from price declines in a way which can materially …
Chris McIntyre – McValue.Blog
Read all of the posts by Chris McIntyre on McValue.Blog. Skip to content. McValue.Blog ☰ Menu. Home; About; Contact; Author: Chris McIntyre Our SHC Podcast. March 7, 2023 Chris …