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Best Ideas 2023 Featured
February 9, 2023
PINFRA: Concession Operator of Roads and Other Infrastructure
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February 9, 2023
Clean Harbors: Scale-Advantaged Environmental Services Leader
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January 24, 2023
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
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January 19, 2023
Fairfax India: Collection of High-Quality Assets at Discount to NAV
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January 19, 2023
Edita Food: Powerful Brands and Durability in Developing World
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January 19, 2023
Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity
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January 19, 2023
Three Ideas: Stor-Age, Sabvest Capital, Omega Healthcare Investors
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January 19, 2023
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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January 19, 2023
Aurubis: Misunderstood, High-Return, Advantaged Metal Processor
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January 19, 2023
Newtek: Valuation Opportunity Due to Transition From BDC to Bank
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January 18, 2023
Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 18, 2023
Airbnb: Fast-Growing, Profitable, Founder-Led Hospitality Disruptor
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January 18, 2023
Orion Engineered Carbons: Earnings Inflection Story in EV Components
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January 18, 2023
Grifols: High-Quality, Oligopolistic Business in Growing Niche Sector
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January 18, 2023
Charter: Depressed Sentiment Despite Steady FCF Generation
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January 18, 2023
Ströer: Family-Controlled Out-of-Home Advertising Company
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January 18, 2023
CBD: Undervalued Latin American Holding Company With Catalyst
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January 18, 2023
Trigano: Family-Controlled European Leader in Leisure Vehicles
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January 17, 2023
Admiral Group: Largest UK Auto Insurer, With Unique Culture
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