Added to YB: 2026-01-14
Pitch date: 2025-11-07
RHLD [bearish]
Resolute Holdings Management, Inc.
-27.57%
current return
Author Info
No bio for this author
Company Info
Resolute Holdings Management, Inc. operates as an alternative asset management platform. It focuses on providing operating management services, including oversight of capital allocation strategy, operational practices, and M&A sourcing and execution at CompoSecure, Inc.
Market Cap
$1.8B
Pitch Price
$174.08
Price Target
26.00 (-88%)
Dividend
N/A
EV/EBITDA
12.64
P/E
16.82
EV/Sales
4.19
Sector
Professional Services
Category
special_situation
Resolute Holdings Management, Inc. - $RHLD (short)
RHLD (short): David Cote's mgmt co extracting 2.5% EBITDA fee from CompoSecure for 10yr+ term w/ no performance hurdles. Misaligned incentives may drive excessive M&A (overpaid 11.2x for Husky vs 8-9x norm). Need $60B deployed over 6yrs to justify 20x EV/EBITDA valuation. Price target $26.
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