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Small Cap
January 12, 2019
Franklin Covey and School Specialty: Two Misunderstood Micro-Caps
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January 12, 2019
Tidewater: Leading Owner and Operator of Offshore Supply Vessels
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January 12, 2019
Despegar: Top Online Travel Agent in Latin America at Bargain Price
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January 12, 2019
QAD: Value-Accretive Business Model Transition Gains Momentum
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January 12, 2019
Cartrack: South Africa-based Global Provider of Telematics Solutions
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January 12, 2019
Tidewater Midstream: Opportunistic Company Run by Incentivized CEO
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January 12, 2019
Star Bulk Carriers: Well-Run, Well-Capitalized Dry Bulk Shipper
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January 12, 2019
Mallinckrodt: FCF-Rich Business with Attractive Risk-Reward
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January 12, 2019
NRC: Recently Public Environmental Services Firm at Discount
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January 12, 2019
Appian: Well-Positioned Platform for Building Enterprise Software
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January 12, 2019
EZCorp: Second-Largest Publicly Traded Pawn Store Chain at Discount
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January 12, 2019
Daily Journal: Transformation Yet to Be Fully Understood
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January 12, 2019
Time Technoplast: Well-Positioned Plastic Industrial Drum Maker
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January 12, 2019
DCB: Dynamic Bank with Long Runway for Compounding Capital
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January 12, 2019
São Carlos: One of Brazil’s Leading Commercial Property Investors
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January 11, 2019
Diamond Hill: Undervalued Asset Manager with Significant Net Cash
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January 11, 2019
Tidewater: Post-Bankruptcy, Well-Capitalized Leader at Discount
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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
Innovative Industrial Properties: REIT in Cannabis Space
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