Everything said about
PHIN
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Ideas · 30d
1
Episodes
2.5
Avg depth
2
Ideas · all time
The conversation · most recent first
25 JULTHE ACQUIRERS PODCAST · 02:15
ICE aftermarket strength mispriced in Phinia
"The bull case argued for Phinia (PHIN) was that the market overemphasized the secular decline of internal combustion engines while underappreciating its steady, highly profitable aftermarket business."
In depth · 4/5
25 JULTHE ACQUIRERS PODCAST · 08:15
Passing mention of Phinia spin-off thesis
"PHIN was named in passing as a stock previously discussed in detail."
Brief mention · 1/5