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Best Ideas 2020
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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January 9, 2020
Keywords: Compounder in Video Game Content Creation Industry
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January 9, 2020
Michael Lee on Root Cause Analysis in Investing
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January 9, 2020
Nintendo: Transformation Supports Continued Earnings Growth
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January 9, 2020
Synchrony: Card Issuer with Valuable Data Analytics Business
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January 9, 2020
Dundee Corp.: Steep NAV Discount Despite Asset Rationalization
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January 9, 2020
MiX Telematics: Owner-Operated Leader with Long Growth Runway
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January 9, 2020
Cars.com: Leading Online Car Listing Site at Depressed Valuation
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January 9, 2020
Glenn Surowiec Shares Value Investing Insights and Ideas
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January 8, 2020
Tyson Foods: Valuation Discount, Combined with Growth Drivers
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January 8, 2020
Hammerson: REIT with Attractive Retail Assets at Discount to NAV
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January 8, 2020
Phil Ordway on (I) Capital Allocation and (II) Discount Brokers
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January 8, 2020
CPL: Owner-Operated Steady Grower in Workforce Services
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January 8, 2020
Three Ideas: Senior Lien (Bond Like) Infrastructure Investments
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