More Interesting Ideas for 2025 - Mestek, Inc.
5 months ago
Pound the Rock Investing
"MCCK (quick overview): Niche HVAC manufacturer with 45 decentralized businesses. Went dark in 2005, 2% CAGR past decade. $280M cash/investments ($37/share) vs $315M market cap ($43/share), with $200M in commodities trading. Massive safety margin but no catalysts or growth. Reed family still runs conservatively."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
More Interesting Ideas for 2025 - Mestek, Inc.
Source:
Pound the Rock Investing
Published:
July 23, 2025
Idea Type:
Stock Idea