January 13, 2018 Discovery Communications: Fears Around Transition from TV/Cable to Online Overblown Read More
January 13, 2018 Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas Read More
January 13, 2018 US Concrete: Constructions Materials Company Becoming More Vertically Integrated Read More
January 13, 2018 Credit Acceptance: Auto Financier with Strong, Interested, Shareholder-Friendly Management Read More
January 13, 2018 Steel Partners: Publicly-Traded LP Transforming into Owner of Operating Businesses Read More
January 13, 2018 Clarus: Well-Financed, NOL-Rich Outdoor Equipment Rollup with Insider Alignment Read More
January 13, 2018 KKR & Co.: Leading Private Equity Firm with Significant Balance Sheet Value Read More
January 13, 2018 Liberty Global Group and Lilac Global: LILAK’s Formal Separation from LGI a Catalyst Read More
January 13, 2018 Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry Read More
January 13, 2018 Varex Imaging: Varian Medical Spinoff Undervalued due to Temporary Factors Read More
January 13, 2018 Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor Read More
