Fall 2017

Jeremy Weisstub and Damian Creber of Aryeh Capital believe that ServiceMaster Global Holdings presents a compelling investment opportunity due to its strong market position and potential for growth. They emphasize the im…

We are long on Spirit Aerosystems (SPR) with an end of 2017 price target of $72, offering 31% upside from 11/11/2016's price of $55.02. The investment thesis is supported by favorable industry dynamics, high customer cap…

ServiceMaster is a complex company with three market-leading businesses: Terminix, American Home Shield, and a franchise business. The stock price has fallen from over $40 to $32 due to market misunderstanding and concer…

ServiceMaster is expected to grow free cash flow per share by 15-20% per year, with the stock currently trading at a 7.5% FCF yield. The upcoming spinoff of American Home Shield (AHS) and Terminix is anticipated to unloc…