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Diary
January 19, 2023
Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity
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January 19, 2023
Three Ideas: Stor-Age, Sabvest Capital, Omega Healthcare Investors
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January 19, 2023
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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January 19, 2023
Aurubis: Misunderstood, High-Return, Advantaged Metal Processor
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January 19, 2023
Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank
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January 19, 2023
Kroger: Well-Positioned Food Retailing Leader at Discount to Market
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January 19, 2023
Newtek: Valuation Opportunity Due to Transition From BDC to Bank
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January 18, 2023
Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand
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January 18, 2023
ZIM: Container Shipper With Friendly Dividend Policy and Catalysts
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January 18, 2023
CRC: Top O&G Producer in California, Carbon Capture and Storage Leader
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January 18, 2023
Wonderla Holidays: Founder-Led Amusement Park Leader in India
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 18, 2023
Airbnb: Fast-Growing, Profitable, Founder-Led Hospitality Disruptor
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January 18, 2023
Orion Engineered Carbons: Earnings Inflection Story in EV Components
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January 18, 2023
Grifols: High-Quality, Oligopolistic Business in Growing Niche Sector
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January 18, 2023
Charter: Depressed Sentiment Despite Steady FCF Generation
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January 18, 2023
Ströer: Family-Controlled Out-of-Home Advertising Company
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January 18, 2023
CBD: Undervalued Latin American Holding Company With Catalyst
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January 18, 2023
Eaton: Well-Managed, Competitively Advantaged Industrial Leader
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January 18, 2023
Trigano: Family-Controlled European Leader in Leisure Vehicles
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