About This Show
The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive written assessments of competitive threats and vulnerabilities. GARP's investment philosophy is predicated on discovering opportunity through fundamental assessment via intensive modelling, having a wide ranging curiosity about strategic influences, and engaging in person-to-person contact. GARP looks for long-term growth, but it is cognizant of finding value in contrarian situations and wants valuation to be reasonable relative to potential earnings.
Most Recent Episode
SID 0026 Generac - Part 1
Generac has seen its sales and earnings decline for over two years. Four powerful storms swept across the U.S. in the 2011-2012 period, but ever since then electric power outages have been well below normal. In Part 1 of our discussion of Generac, we'll cover what businesses this company runs, and what management's strategy is. We will have to stop and resume the discussion in Part 2, but you will start to see how our granular approach of deconsolidating and estimating sales and earnings within the backwaters of Generac can yield insight into where this company has been, and how it has changed through this difficult period for standby generators and other related engine products.