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Equities
January 11, 2020
OXY: Opportunity to Invest on Better Terms Than Those Berkshire Received
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January 11, 2020
Spark: Online Dating Company, Cheap After Selling Pressure in 2019
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January 11, 2020
Ranger: Exceedingly Cheap US Energy Services Company
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January 11, 2020
Adrian Saville: Three Value Investment Ideas in South Africa
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January 11, 2020
Pzena Investment Management: Value Discipline, Historically Low Valuation
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January 11, 2020
Liberty: Oilfield Services Firm with Leading Operational Execution
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January 11, 2020
Coca-Cola Hellenic Bottling: Multiple Ways to Win
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January 11, 2020
Clear Media: Dominant Player in Chinese Bus Shelter Advertising
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January 10, 2020
Charles River: Dominant Pre-Clinical Research Services Outsourcer
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January 10, 2020
Hemisphere Media: Unique Hispanic Media Assets, Strong Management
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January 10, 2020
Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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January 10, 2020
PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF
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January 10, 2020
Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition
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January 10, 2020
BioSpecifics: Early-Stage Medical Firm with FCF and Optionality
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January 10, 2020
Aker: Well-Managed Industrial Investment Holding at Discount
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January 10, 2020
Century Casinos: Transformational Acquisition Provides Upside
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January 10, 2020
Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts
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January 9, 2020
Progressive: Consistent Grower in Direct Segment of Auto Insurance
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January 9, 2020
Cars.com: Depressed Valuation Despite Inflection Year Ahead
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