January 13, 2018 AU Optronics: Lowly Valued Despite Significant Improvement in Primary End Market Read More
January 13, 2018 eDreams Odigeo: Leading Online Travel Agency Based in Barcelona at Discount Read More
January 13, 2018 Ocado: Investment Spend Depressing Profitability, Should Create Long-Term Value Read More
January 13, 2018 Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry Read More
January 13, 2018 Two Large-Cap Compounders in Asia: Taiwan Semiconductor Manufacturing and Tencent Holdings Read More
January 13, 2018 Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor Read More
January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More
