March 7, 2018 LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets Read More
March 3, 2018 B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator Read More
February 21, 2018 AIG: World-Class CEO, Accretive Capital Deployment, and Multi-Year ROE Recovery Read More
February 16, 2018 Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety Read More
January 13, 2018 Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas Read More
January 13, 2018 Credit Acceptance: Auto Financier with Strong, Interested, Shareholder-Friendly Management Read More
January 13, 2018 AU Optronics: Lowly Valued Despite Significant Improvement in Primary End Market Read More
January 13, 2018 Infinite Computer Solutions: Founder-Led IT Services Provider Outgrowing the Industry Read More
January 13, 2018 S&U: Family-Controlled UK Subprime Auto Lender with Underappreciated Intrinsic Value Read More
January 13, 2018 Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor Read More
January 12, 2018 Teekay Offshore: Abandoned Public Stub of Mission-Critical Marine Infrastructure Business Read More
