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Best Ideas Conference
January 12, 2019
Walt Disney: Disney+, ESPN+, and Hulu Stake to Drive Multi-Year Growth
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January 12, 2019
Wizz Air: Taking Market Share, Growing Cost Advantage and Earnings
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January 12, 2019
XPEL: Innovator in Paint Protection Film, Run by Owner/Operators
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January 12, 2019
DCB: Dynamic Bank with Long Runway for Compounding Capital
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January 12, 2019
Westaim: Access to Shareholder-Friendly Allocators at Low Price
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January 12, 2019
São Carlos: One of Brazil’s Leading Commercial Property Investors
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January 11, 2019
Sensata: Highly Cash-Generative Automotive Sensor Leader
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January 11, 2019
Diamond Hill: Undervalued Asset Manager with Significant Net Cash
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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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