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May 6, 2022
Best Ideas Omaha 2022: Edward Chang on The Joint Corp.
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May 6, 2022
Best Ideas Omaha 2022: Steve Gorelik on Realogy Holdings
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April 15, 2022
Nykaa: Category-Defining Retail Platform With Proven Leadership
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 6, 2022
Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile
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April 6, 2022
Nykaa: Wide-Moat Retail Platform With Strong Growth Prospects
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 15, 2022
Rent-A-Center: Transformed Into High-Growth Fintech Platform
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January 15, 2022
Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts
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January 14, 2022
Cano Health: Provider With Game-Changing Incentive System
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
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January 12, 2022
SoftBank: Recent Controversies Create Attractive NAV Discount
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January 12, 2022
PG&E: Valuation Discount Unwarrated Under New Management
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January 10, 2022
Kirkland’s: Impressive Transformation Under Respected Retail Veteran
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January 10, 2022
Sok Marketler: Discount Retailer With Online Delivery Business in Turkey
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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December 14, 2021
Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds
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December 14, 2021
Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry
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December 14, 2021
Glenn Surowiec on Value-Oriented Investing on the Right Side of Change
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