惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

腾讯CDC
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
博客园 - Franky
博客园_首页
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
IT之家
IT之家
The Cloudflare Blog
V
Visual Studio Blog
罗磊的独立博客
T
Tailwind CSS Blog
S
SegmentFault 最新的问题
Hugging Face - Blog
Hugging Face - Blog
V
V2EX
阮一峰的网络日志
阮一峰的网络日志
D
Docker
Last Week in AI
Last Week in AI
B
Blog RSS Feed
C
Check Point Blog
J
Java Code Geeks
The GitHub Blog
The GitHub Blog
有赞技术团队
有赞技术团队
博客园 - 聂微东
MongoDB | Blog
MongoDB | Blog
雷峰网
雷峰网

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Element Solutions Inc (ESI) Presents at 3rd Annual Materi...
SA Transcripts · 2026-06-16 · via All Articles on Seeking Alpha

Element Solutions Inc (ESI) 3rd Annual Materials of the Future Conference June 16, 2026 9:15 AM EDT

Company Participants

Benjamin Gliklich - CEO & Director

Conference Call Participants

Christopher Parkinson - Wolfe Research, LLC

Presentation

Christopher Parkinson
Wolfe Research, LLC

Next up, I'm thrilled to introduce Element Solutions, ticker ESI. Today, we have the CEO, Ben Gliklich. I've had known the pleasure of knowing Ben for 12, 13 years now through a variety of roles. I've always had a tremendous amount of respect for him. It's our top pick. It's on Wolfe's Alpha List as it has been. So Ben, thank you for making me look a lot smarter than I actually am. I always appreciate that.

Question-and-Answer Session

Christopher Parkinson
Wolfe Research, LLC

There's a lot to go through, and I imagine and the audience actually submitted a bunch of questions, too. But Ben, you've been the CEO since 2019, and there's been a huge shuffle in the portfolio and a lot of acquisitions and my associate was kind enough to list all of them. But most recently, Micromax and EFC, you divested Graphic Solutions. In terms of just the overall portfolio, how do you interpret where you stand today versus where you stood 1 year ago and where you want to be 2, 3 years ago? Are you firmly on that path? Or is there anything else you have to really do?

Benjamin Gliklich
CEO & Director

Thanks for having me, and thanks for starting with an easy one. We launched Element Solutions in 2019 with the vision of being the best company in our markets, in 3 clear areas. The first is the value we provide to our customers. The second is the opportunities we create for our people. The third is the value we create for our shareholders. And all of our