February 21, 2018 AIG: World-Class CEO, Accretive Capital Deployment, and Multi-Year ROE Recovery 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 eDreams Odigeo: Leading Online Travel Agency Based in Barcelona at Discount Read More
January 13, 2018 KKR & Co.: Leading Private Equity Firm with Significant Balance Sheet Value 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
January 12, 2018 IES Holdings: Well-Managed, Owner-Operated Rollup in Electrical Wiring Services Read More
January 12, 2018 Discovery Communications: Acquisition of Scripps Creates Attractive Entry Point Read More
