All ideas

Berkshire Hathaway is undervalued relative to its intrinsic value and is conservatively run, making it a reliable investment. The earning power is predictable, and it behaves like a fixed income holdi

Ryan Pape, the CEO of XPEL, has demonstrated exceptional capital allocation skills and is fully invested in the business, which has resulted in significant value creation. The company treats its share

IDT is a small cap conglomerate that has successfully used cash flows from its telecom business to incubate and spin off other businesses, leading to significant value creation. The company has compou

Planet Fitness is positioned for significant growth with a target of 3,000 stores by 2025, driven by its strong value proposition and resilience during economic downturns. The company has a unique opp

CATL is a leading manufacturer of lithium-ion batteries for electric vehicles and energy storage applications, with a significant market share and strong growth prospects driven by increasing global E

BFF Bank is positioned to benefit from rising interest rates due to its factoring business and exposure to Italian sovereigns, making it a compelling investment opportunity in the current economic env

Danaos was discovered as one of the cheapest stocks in the shipping sector, trading at 0.7x PE, which presented a significant opportunity given the historical context of the industry and the potential

The investment in ZIM was prompted by its IPO and the recognition that Danaos had a significant stake in the company, which indicated potential value. The stock was expected to rise significantly foll

The investment was based on the expectation that Avaya would successfully raise funds to pay off a convertible debt, which would stabilize its financial position. The company was in the process of rai

The investment in Bombardier was driven by the anticipation of a catalyst from the sale of its trains business to Alstom, which would reduce debt and pension obligations while providing a cash infusio

The investment thesis was based on the expectation that Atlas Air would experience a significant increase in free cash flow as capital expenditures related to Amazon's fleet build-out would decline. T

Enlabs AB was involved in a situation where the management accepted a takeover offer that was deemed inadequate. As a significant shareholder, the firm opposed the deal, believing it was not in the be

Collectors Universe is a good business that can generate attractive returns even without changes, but it has potential for extraordinary returns with improved capital allocation. The company has been

Planet Fitness is well-positioned for growth with a strong business model and competitive advantages, including a large footprint and attractive pricing. The stock is undervalued following a market ov

CATL is positioned to lead the battery industry due to its product innovation, strong R&D capabilities, and management expertise. The stock is undervalued with a current P/E of 22x, which is near all-

The investor believes that Planet Fitness has strong growth potential due to its unique business model and increasing demand for affordable fitness options. They see the company benefiting from a grow

Zooplus had the potential to be the Chewy of Europe, but the investor sold it before it was acquired at a much higher price. The experience taught the investor the importance of aligning with manageme

Coinbase is well-positioned to capture significant market growth as the cryptocurrency market matures, potentially increasing its market cap from $2 trillion to $10-15 trillion. The stock is currently

Coinbase is viewed positively due to the belief that there will eventually be real-world utility for cryptocurrencies. The transition from early adopters to mainstream users is expected to drive growt

Afterpay has a strong brand loyalty among younger consumers who prefer its services over traditional credit cards. The company is expected to scale quickly by acquiring small and medium-sized fashion

Afterpay has shown significant traction in the U.S. market, expanding rapidly and gaining a large customer base. The company's unique positioning in the fashion sector, where consumers often browse an

Scientific Games has undergone a significant transformation by shedding its sports betting and lottery businesses to focus solely on gaming. This strategic shift, coupled with a strong management team

PAR Technology has a growing software business that has become more recognized over time, and the company's ability to effectively survey the industry provides insights into its potential success, par

Scientific Games is transforming into a more focused company by divesting its lottery business and concentrating on its gaming segment, where it holds a 75% global market share in instant lottery tick