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PJ Kurzweil on Spectrum Brands SPB
Yet Another Value Podcast
Is This a Bloated Platform Company or a Platform Company?
A innospectium is undergoing a significant transformation, moving from what we say, a bloated platform company to a much more focus home garden and tep business. They are selling their hardware and home improvement business to asa abay, a ticker a s s a d, which will bring them to a net cash position. And they are also in the process of separating their least desirable business, their home and personal care business,. A lot of which is contract manufactured out of china, a bottol mine, lots of hard catalis here.
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