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Best Ideas 2018


March 19, 2018 EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO Read More
March 14, 2018 U.S. Airline Industry: A Rorschach Test for Investors Read More
March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More
March 13, 2018 TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company Read More
March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More
March 11, 2018 Orca Exploration: Gas Producer with Strong Management and Catalyst Read More
March 11, 2018 NESCO and Vinamilk: Two Undervalued Opportunities in Asia Read More
March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More
March 7, 2018 LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets Read More
March 5, 2018 Ivanhoe: Owner-Operated Miner Unlocking Large Copper Discovery Read More
March 5, 2018 General Electric: Turnaround Progressing Under “Outsider” CEO Read More
March 4, 2018 Embraer: Third-Largest Aircraft OEM Undervalued due to Short-Term Pressures Read More
March 3, 2018 B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator Read More
February 28, 2018 Proshares Short High Yield ETF: Contrarian Investment with Asymmetric Risk-Reward Read More
February 16, 2018 Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety Read More
February 13, 2018 SEACOR Marine: Undervalued, with Exceptionally Strong Management Read More
January 13, 2018 KKR: Misunderstood, Venerable Asset Manager at Deep Discount Read More
January 13, 2018 Discovery Communications: Global Cable Network at Attractive FCF Yield Read More
January 13, 2018 Lear and Heidrick & Struggles: Two High Quality Free Cash Flow Bargains Read More
January 13, 2018 FICO: Well-Managed, Misunderstood Cash Cow Business with Growth Platform Read More
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