February 16, 2018 Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety Read More
January 13, 2018 AU Optronics: Lowly Valued Despite Significant Improvement in Primary End Market Read More
January 13, 2018 Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry Read More
January 12, 2018 IES Holdings: Well-Managed, Owner-Operated Rollup in Electrical Wiring Services Read More
January 12, 2018 Saigon Cargo Services: Vietnamese Air Cargo Terminal Operator with Growth “Runway” Read More
January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 11, 2018 Continental Building Products: Strongly Cash-Generative Gypsum Wallboard Manufacturer Read More
January 11, 2018 Wilson Sons and Ocean Wilsons: Undervalued Play on Brazilian Infrastructure Read More
