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July 7, 2022 Countryside Partnerships: Catalyst-Rich, High-Quality Compounder Read More

July 10, 2021 Countryside Properties: High-Quality Partnerships Business a Hidden Gem Read More

July 3, 2020 Orchid Island: Agency mREIT with Temporary Moat Due to Fed Action Read More

January 9, 2020 Nintendo: Transformation Supports Continued Earnings Growth Read More

January 11, 2018 Sears Hometown and Outlet: Deeply Undervalued Retailer on Verge of Inflection Point Read More

July 6, 2017 Cision: Cloud Business with Durable Competitive Advantage Read More

January 11, 2017 Hostess Brands: Premier Premium Packaged Goods Company With Iconic Consumer Brands Read More