Calls
1
Craig Larkin
Columbia Business School MBA student; Pershing Square Challenge finalist
Win Rate
100.0%
return
+2.4%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 30
$174.58
+2.4%
MSA Safety is a high-quality pure-play worker-safety compounder trading around 20x earnings rather than at a premium; the team models roughly 7% revenue growth and a 22x forward multiple, producing a base case of about $350 per share by 2030 from roughly $160 now. A reverse DCF implies the current price only assumes about 3% revenue growth and no margin expansion, while the market treats the connected-detection subscription shift and legally mandated SCBA replacement cycle as call options rather than base-case drivers.
Industrial Automation
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Craig Larkin has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: MSA.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
