Patrick Brennan of Brennan Asset Management presented his in-depth investment thesis on Liberty Global Group (Nasdaq: LBTY) and Lilac Global (Nasdaq: LILA) at Best Ideas 2018. Liberty Global (LGI) is a dominant cable operator in Europe, with its five largest markets in the…
A.J. Noronha of Desai Capital Management presented his in-depth investment thesis on Intelsat (NYSE: I) at Best Ideas 2018. While A.J. typically avoids leveraged companies in industries like technology that may have ongoing capex needs, and believes the company’s debt has justifiably weighed…
Stanley Lim of Slimhawk Partners presented his in-depth investment theses on Taiwan Semiconductor Manufacturing (Taiwan: 2330) and Tencent Holdings (Hong Kong: 0700) at Best Ideas 2018. TSM is a large-cap stock with a high degree of pricing power. It is the largest semiconductor…
Steven Wood of GreenWood Investors presented his in-depth investment theses on Telecom Italia (Italy: TIT) and TripAdvisor (TRIP) at Best Ideas 2018.
Mike Kruger of MPK Partners presented his in-depth investment thesis on IES Holdings (Nasdaq: IESC) at Best Ideas 2018. IES Holdings installs electrical wiring for nearly the entire spectrum of real estate and also makes or repairs equipment for electric motors. A high-flying…
Robert King of Baskerville Capital Management presented his in-depth investment thesis on Discovery Communications (Nasdaq: DISCA) at Best Ideas 2018. Discovery is a media and entertainment company whose channels include the eponymous Discovery Channel, The Learning Channel, Animal Planet, Investigation Discovery, OWN, Science,…
Eric DeLamarter of Half Moon Capital presented his in-depth investment thesis on BlueLinx (NYSE: BXC) at Best Ideas 2018. BlueLinx is a home-building products distributor with a footprint in the Eastern and Central U.S. October’s price-indiscriminate selling of 53% of the company’s…
Fred Liu of Hayden Capital presented his in-depth investment thesis on Zooplus (Germany: ZO1) at Best Ideas 2018. Zooplus is a leading online retailer of pet food and supplies in Europe. Fred’s analysis indicates the company’s upcoming investments in new features and customer…
Clement Loh of Lion Rock Partners presented his in-depth investment thesis on Saigon Cargo Services (Vietnam: SCS) at Best Ideas 2018. Saigon Cargo Services is one of two air cargo terminal operators located in the Tan Son Nhat Airport, which serves Ho Chi…
Francisco Olivera of Arevilo Capital Management presented his in-depth investment theses on Restaurant Brands International (NYSE: QSR) and Charter Communications (Nasdaq: CHTR) at Best Ideas 2018. Restaurant Brands International owns three of the best quick-service restaurant brands in the world: Burger King, Tim…
Zack Buckley of Buckley Capital Partners presented his in-depth investment thesis on GTT Communications (NYSE: GTT) at Best Ideas 2018.
Daniel Baldini of Oberon Asset Management presented his in-depth investment thesis on School Specialty (OTC: SCOO) at Best Ideas 2018. School Specialty is a well-managed, attractively valued business (5x EBITDA, 8.5x earnings, 17% FCF yield), with an improving return on tangible capital, hidden…
Gautam Baid of Summit Global Investments presented his in-depth investment thesis on Future Enterprises (India NSE: FEL, BOM: 523574) at Best Ideas 2018. Future Enterprises develops, owns and leases the retail infrastructure for the Future Group of companies, India’s leading retailing chain, led…
Anuj Didwania of Redart Capital Advisors presented his in-depth investment thesis on KNR Constructions (India: KNRCON) at Best Ideas 2018. KNR Constructions engages in construction activities (EPC segment) focused on the road sector and collecting tolls and maintaining road projects. The road…
Peter Rabover of Artko Capital presented his in-depth investment thesis on Viad (NYSE: VVI) at Best Ideas 2018. Viad is a combination of two unrelated compounder business units, with an identifiable spinoff catalyst over the next 12 to 36 months. Excellent management, a…
Jeff Stacey of Stacey Muirhead Capital Management presented his in-depth investment thesis on CPL Resources (Ireland: CPL) at Best Ideas 2018. CPL is a leading employment services group headquartered in Dublin, Ireland. CPL’s activity spans the entire employment lifecycle and includes permanent, temporary…
Chris Karlin of Aquitania Capital Management is presenting his in-depth investment thesis on Avaya Holdings (OTC: AVYA) at Best Ideas 2018. Avaya provides unified communications and contact center products and services to a global customer base. The business is characterized by high…
Michael Lee of Hypotenuse Capital Management presented his in-depth investment thesis on Tucows (Nasdaq: TCX) at Best Ideas 2018. Tucows provides simple, useful services that help people unlock the power of the internet. The company runs the second-largest internet domain registration platform in…
Shawn Kravetz of Esplanade Capital presented his in-depth investment thesis on Bridgepoint Education (NYSE: BPI) at Best Ideas 2018. Bridgepoint is priced for distress but poised for success thanks to a dramatically improved regulatory environment for its postsecondary education offerings and a fortress…
Niraj Gupta of GCI Partners presented his in-depth investment theses on Walt Disney (NYSE: DIS) and Twenty-First Century Fox (Nasdaq: FOXA) at Best Ideas 2018. Niraj outlined a compelling opportunity to become a long-term shareholder in Disney at an attractive implied valuation through…
