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Best Ideas 2024
January 16, 2024
Jeff Auxier Shares His Thoughts on Value Investing and Arch Capital
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January 16, 2024
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2024
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January 15, 2024
KINX: High-Quality, Growing Data Center Services Provider in Korea
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January 15, 2024
DRDGOLD: Niche Player, Synergistic Relationship With Parent Sibanye
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January 15, 2024
Hingham: Well-Run, Conservative Bank With Deposit Cost Advantage
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January 14, 2024
Heineken: Global Beer Runner-Up With Improvement Potential
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January 14, 2024
HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE
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January 14, 2024
ISSC: New CEO, Expanding Margins, Value-Accretive Acquisition
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January 13, 2024
Zoom: Highly FCF-Generative Leader (“Verb”) in Video Communications
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January 13, 2024
Dollar Tree: Well-Regarded New CEO Pursuing Multi-Price Strategy
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January 13, 2024
Douglas Dynamics: Niche Market Leader, Earnings Normalization Ahead
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January 12, 2024
Large-Cap Multifamily REITs: Diversified, Antifragile, High Cap Rate
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January 12, 2024
Alico: Management Incentivized to Unlock Value of Florida Land Holdings
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January 12, 2024
Kering: Gucci Performance to Drive Turnaround at Luxury Goods Giant
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January 11, 2024
Card Factory: Well-Managed, High-ROIC Business With Two Catalysts
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January 11, 2024
Emergent BioSolutions: Distressed Debt Offers Attractive Risk-Reward
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January 10, 2024
G Mining Ventures: High FCF Likely After Near-Term Gold Mine Ramp-Up
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January 10, 2024
North American Construction, Ashtead Group, Builders FirstSource
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January 10, 2024
Ferroglobe: Delevered, Growing, Structurally More Profitable
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