Nov. 20 at 3:04 PM
$DIA FRAGMENTS — Clearwater Paper Updated Deep Value Report
Clearwater Paper is trading at ~0.35–0.4× book and ~0.2× sales… after selling tissue for
$1.06B and bolting on Augusta. 🧱📦
In today’s Deep Value Report (Part 2) we map the new
$CLW: asset base, balance sheet, survival math, and what “just OK” margins are worth.
🔗 HERE: https://cundilldeepvalue.substack.com/p/clearwater-paper-2025-updated-deep
$T $WFC $GE