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Special Situations


April 6, 2018 Karur Vysya Bank: Regional Bank in India with Positive Management Change Read More
April 6, 2018 CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses Read More
April 5, 2018 Suzuki Motor: A Play on the Underpenetrated Indian Auto Market Read More
April 5, 2018 Reliance: Digital Tech Subsidiary, Jio, Underappreciated by Investors Read More
April 5, 2018 Max Ventures and Industries: Post-Demerger Sum-of-the-Parts Bargains Read More
March 11, 2018 Orca Exploration: Gas Producer with Strong Management and Catalyst Read More
March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More
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 Franklin Covey and School Specialty: Two Underappreciated Small-Cap Ideas 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 Great Canadian Gaming Corporation: Transformation Acquisition a Catalyst Read More
January 13, 2018 XPO Logistics: Well-Managed Global Leader a Potential Acquisition Target 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
January 12, 2018 Andina/Lazydays: RV Dealership Going Public via SPAC Read More
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