RondPoint24

Introduction: every week, I will commit to finding one potentially actionable idea which will be briefly mentioned in my Table Topic posts. The posts will be published every Sunday night at 6 PM EST. I’m not aiming for perfection but simply consistency in a research process that I seek to further develop. The goal here is to pick up and discard undesirable ideas as fast as I can, all while attempting to land on one that may pay dividend. In terms of idea sourcing, I’m agnostic to the source. I find that my job is to identify points of contention and research the idea such as to hold an opinion that sways me to either side of the debate. Table Topic ideas are meant to be very high-level and shallow at first; they’re merely sticky-notes of initial thoughts I have as I shuffle through pages of writings I find interesting. The subsequent write-ups, however, will be a bit more detailed. Table Topic: Gildan Activewear (idea source: Value Investing Club) Eye-catcher: ~10x NTM EV/EBIT for a co