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Best Ideas 2019
January 11, 2019
Kazatomprom: World’s Largest and Lowest-Cost Uranium Producer
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January 11, 2019
Carter’s: Children’s Apparel Maker at Modest Valuation
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January 11, 2019
Sea Limited: Shopee Subsidiary Creates Strategic Upside
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January 11, 2019
Tidewater: Post-Bankruptcy, Well-Capitalized Leader at Discount
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January 11, 2019
AT&T: Stable, Slowly Growing Business with Healthy Dividend
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January 11, 2019
Chemours: High-Quality Chemicals Firm Trades Like Commodity Player
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January 11, 2019
Drive Shack: Growth Potential Ignored as Shares Below Net Cash
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January 11, 2019
Siauliu Bankas: Lithuanian Banking Leader at Bargain Price
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January 11, 2019
Axalta: BRK Investee and Performance Coatings Leader Has Strategic Value
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January 11, 2019
National Oilwell Varco: Dominant Supplier, Transformed
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January 11, 2019
Three Ideas with Disciplined and Repeatable “Underwriting” Processes
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January 11, 2019
Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved
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January 10, 2019
Molson Coors: Large Brewer at 10+% FCF Yield
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January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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January 10, 2019
Innovative Industrial Properties: REIT in Cannabis Space
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January 10, 2019
Diversified Royalty and Athabasca Oil: Small-Cap Opportunities in Canada
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January 10, 2019
Franklin Covey: Well-Run Business with Recurring, High-Margin Revenue
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January 10, 2019
Century Casinos: A World Away from Macau and Las Vegas
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January 10, 2019
Echostar: Satellite Communications Leader Run by Owner/Operator
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January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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