Whirlpool Corporation
1. Is the company undervalued?
EV/EBIT: 6.3
EV/Sales: 0.66
Price/Book: 2.37

Whirlpool is a solid company with pricing power that’s trading near an all-time low valuation. Moreover the company throws off tons of free cash flow and returns the lion’s share of those
profits back to shareholders. However the appliance business is low to no growth by nature and can be quite cyclical. Investors are concerned future demand has already been pulled forward and for that reason the stock is priced appropriately. Conversely management is
steadfast in their assertion that demand remains strong and if this proves to be true, $WHR shareholders will likely see outsized returns.

Link to full writeup here:
$WHR is an interesting one. The management are so ambitious—and confident—in their targets. Like you, though, my base case is more reserved than theirs.
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Featured earnings for the week of Oct 18
Earnings season (finally) getting into full gear!

So many interesting companies announcing earnings next week. Here are is the Fincredible Featured list. View all here.

Here are some I own / or particularly interested in

$JNJ - very interested to see results in the medical devices segment. Specifically are their signs of closing the gap with $ISRG with their new platform and are elective surgeries coming back

$ISRG - flip side of the $JNJ narrative. I love it when competitors announce close to each other :)

$NFLX - international subscriber numbers

$T - update on discovery spin-off, dividend and 5G capex

$XM - $MNTV is my top 3 holding based on thesis they are making inroads in enterprise market, which $XM dominates. Big enough market for both but want some context.

A few companies like $PG on inflation numbers, but I suspect @awallis will be kinda enough to provide a MacroTalk update on this topic again

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