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Donnelley Financial Solutions, Inc. (DFIN): A Bear Case Theory 

We came across a bearish thesis on Donnelley Financial Solutions, Inc. on Valueinvestorsclub.com by GoBills42. In this article, we will summarize the bulls’ thesis on DFIN. Donnelley Financial Solutions, Inc.'s share was trading at $47.98 as of December 1st. DFIN’s trailing P/E was 43.80 according to Yahoo Finance.

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Donnelley Financial (DFIN) had been a successful long for several years as improving ROIC, margin expansion, and buybacks supported earnings, but the core...