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Best Ideas 2020
January 11, 2020
Formula Systems: Software-Focused Holding Company at Discount to NAV
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January 11, 2020
KVH: Transitioning to Subscription Model, with Growth Ahead
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January 11, 2020
Cashmere Valley Bank: Attractively Valued, with Growth Prospects
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January 11, 2020
OL Groupe, AFC Ajax: European Football Ideas with Real Asset Backing
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January 11, 2020
IPL Plastics: Post-IPO Setbacks Create Inflection Opportunity
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January 11, 2020
Canada Goose: Owner-Operated Organic Grower in Apparel Retail
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January 11, 2020
Movado: Global Watch Brand, Delivers Value Despite Tough Outlook
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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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