The Wrap: Talking Modine, GFL, UPS
The latest Wrap highlights three market‑moving stories: a Red Flag Alert on Modine Manufacturing’s deteriorating earnings outlook, a deep‑dive into GFL Environmental’s alleged market‑gaming tactics, and a surprise analysis of Amazon’s aggressive push into the parcel‑delivery space that threatens UPS’s dominance. The post also notes a subtle shift in UPS’s dividend narrative under new CFO Brian Dykes after 16 years of annual increases. Each piece underscores how operational missteps or strategic pivots can reshape investor sentiment across industrial, waste‑management, and logistics sectors.
Red-Flagging a Hot Data Center Play
Modine Manufacturing, a century‑old thermal‑management firm, has seen its shares soar roughly 1,000% in three years as investors chase data‑center cooling exposure. The company began by producing the Spirex radiator for tractors and later expanded into vehicle thermal systems before...
Red Flag Update: The Games GFL Plays
GFL Environmental’s shares surged roughly 55% from their May 2024 low, despite a tumultuous two‑year period marked by arson attacks, gunfire at CEO Patrick Dovigi’s home, and a contentious $4.8 billion CAD (≈$3.5 billion USD) bid to acquire Secure Waste Infrastructure. The stock’s...
Live Tomorrow with David Weidner – Companies that REALLY Use AI
Herb Greenberg announced a live interview with David Weidner, creator of the CapitAI database, scheduled for April 30, 2026 at 1 p.m. ET/10 a.m. PT. CapitAI catalogues firms that are truly investing in artificial intelligence rather than merely touting it. The session...
The Wrap - Here We Go... AGAIN!
ESAB, a century‑old welding and cutting equipment maker, traces its roots to a Danaher spin‑off created by the Rales brothers. The blog argues that management’s claim of being a “premier industrial compounder” is misleading, noting that the company’s fundamentals do...
Red Flag Alert – ESAB's False Narrative
ESAB Corp., a welding‑equipment rollup spun out of Colfax (now Enovis), markets itself as a premier industrial compounder. The company’s narrative leans on its lineage to the Rales brothers, who founded Danaher and still hold a >5% stake while Mitchell...
Replay of the Zoom on Turning Point
Sabrepoint Capital’s George Baxter released a replay of his Zoom call on Turning Point Brands (TPB), arguing that the company’s guidance for pouch sales this quarter is too conservative. He cites a newly launched product and heightened political friction involving...