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January 11, 2020
Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google
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January 11, 2020
Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne
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January 11, 2020
Domino’s Pizza Group: Operational Improvement to Drive Rerating
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January 11, 2020
Alimentation Couche-Tard: Compounder with Favorable Growth Outlook
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January 11, 2020
Restoration Hardware: Pivoting Toward Luxury Brand Status
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January 11, 2020
Avid: Leading Audio/Video Editing Software Supplier to Professionals
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January 11, 2020
Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet
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January 11, 2020
Info Edge: Online Platform with Startup Investment Optionality
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January 11, 2020
Borusan: Turkey-Based Investment Holding at Steep Discount to NAV
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January 11, 2020
Concrete Pumping: Owner-Operated Firm With Strong Unit Economics
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January 11, 2020
GigaMedia, Trilogiq, Charle: Three Net Current Asset Value Bargains
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January 11, 2020
Macro Enterprises: Owner-Operated Pipeline Construction Firm
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January 11, 2020
Rosetta Stone: Value Realization Possible Due to Potential Sale
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January 11, 2020
Contingent Value Rights: Investment Tutorial, and Celgene Thesis
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January 11, 2020
Terravest Industries: Rollup Done the Right Way, Aligned Management
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January 11, 2020
Stelco, Clarke: Two Canadian Small-Caps at Discount
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January 11, 2020
Diamond S Shipping: Recently Formed, With Highly Capable CEO
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January 11, 2020
Grupo Jereissati: At Discount to Stake in Brazil’s Shopping Mall Leader
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January 11, 2020
Mohawk Industries: Low-Cost Flooring Producer with Incentivized CEO
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January 11, 2020
Gestamp: Owner-Operated Tier 1 Auto Supplier at Low Valuation
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