Espey Manufacturing - Why I'm Long
A sum of the parts analysis of a tiny defense company in Saratoga Springs, NY which trades at a historically cheap valuation
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Braskem: new car smell
We've been following the Braskem saga for several years now - from the previous buyout attempts and the environmental issues, to the panic and chaos as the company became distressed, to eventually a number of wins that are starting to derisk the company for a recovery. To review
Consumer staples
Hormuz matters
