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Under The Hood

https://underhood.substack.com/

Mentions13
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Latest post26 Aug 2026
Cronos Group Inc.Profitable, Debt-Free, Priced to Die.-26 Aug 2026
Traton SEThe People's Car, Priced Like Scrap-21 Jul 2026
Dr. Ing. h.c. F. Porsche AGThe People's Car, Priced Like Scrap-21 Jul 2026
Deutsche Bank AktiengesellschaftThe People's Car, Priced Like Scrap-21 Jul 2026
Volkswagen AGThe People's Car, Priced Like Scrap-21 Jul 2026
Molina Healthcare, Inc.Stuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Centene CorporationStuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Dollar Tree, Inc.Stuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
United Natural Foods, Inc.Stuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Deutsche Bank AktiengesellschaftStuck, Battling, or Winning: A Portfolio Autopsy-2 Jul 2026
Fiserv, Inc.Pattern Recognition in Turnarounds-22 May 2026
Alexandria Real Estate Equities, Inc.Biotech Winter, Not Ice Age: The Bull Case for Alexandria at a Fire Sale-13 May 2026
Fiserv, Inc.Throw Baby Out with "FinTech" Bathwater-23 Apr 2026