PJ Kurzweil on Spectrum Brands SPB

1

Introduction

00:00 • 4min

2

Is This a Bloated Platform Company or a Platform Company?

03:38 • 3min

3

H H I Sale - What's the Multiple They're Selling It For?

06:54 • 3min

4

I Think It's the Greatest Business in the History of the World.

09:40 • 2min

5

Is There a Regulatory Angle to This Merger?

11:51 • 4min

6

Smart Locks

15:50 • 4min

7

Is That a Ten and a Half Times?

19:54 • 2min

8

Is There Buyers Remorse in the H H I Business?

21:53 • 3min

9

The Smokeless Gril

24:48 • 3min

10

The Business Is Under Earnings - Is That Really Real?

28:01 • 3min

11

Inflation

30:36 • 3min

12

Home and Garden and Walmartan - Is This Too Much a Cobe Beneficiary?

33:34 • 3min

13

Millennials Are More Likely to Own a Home, Right?

37:02 • 3min

14

Global Pet

39:44 • 3min

15

Is There a Barrier to Entry?

42:33 • 2min

16

How Do You Think the Stock Is Trading for Seven Times?

44:57 • 3min

17

Are Consumer Brands Under Investing and Advertising?

47:29 • 2min

18

Central Garden and Pet

49:08 • 3min

19

Aquatic Business - Centu Spectrum Branc Pet Fish

52:09 • 2min

20

Capital Location

54:01 • 4min

21

Is Your Base Case Worth Three Point One Billion?

57:48 • 2min

22

The Stock Still Looks Very Cheap, Even if the Deal Doesn't Go Through

59:35 • 3min

23

The Real Magic of Buying for a Billion Dollars

01:02:45 • 3min