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Unity owns fiber to the home that they lease to Windstream, which provides a stable revenue stream despite the challenges in the telecom sector.

Farfetch is positioned to capture a larger share of the luxury goods market, which is expected to grow significantly. Despite current concerns about its high take rate, the company's growth trajectory

Farfetch is undervalued due to its strong economic moats, the market's overreaction to Amazon's entry into luxury goods, and its significant growth potential. The target price is set at $40, represent

TJX has a balanced mix of close-out purchases and private label production, making it resilient to trade disputes. Its newly invested distribution centers will enhance inventory management flexibility

Hanesbrands is undervalued due to its growth potential in eCommerce, the Champion brand, and international markets. The company has seen significant growth in its direct-to-consumer channel and has a

Ally Financial is well-positioned to thrive post-Covid due to its shift to a deposit-funded model, which reduces risk compared to its previous reliance on short-term debt. The company is expected to r

We purchased Pinterest after its stock fell significantly, believing that increased engagement during the pandemic would enhance its business value despite the drop in stock price.

We bought Match.com as we saw an opportunity to invest in a company that could benefit from changing consumer behaviors during the pandemic.

We believe Hilton's asset-light, franchise business model positions it well to weather the downturn in travel without significant losses, unlike heavily leveraged airlines.

We sold our position in American Airlines due to concerns about its ability to survive the unprecedented downturn in global travel caused by COVID-19.

We previously owned Amazon when it was priced in the $200s, believing it was undervalued compared to brick-and-mortar competitors, but sold too early as it rose to $600.

We believe Facebook no longer looks expensive based on its projected P/E due to its significant growth from earlier concerns about its valuation.

Lear is dominant in seating and is expected to adapt to changes in vehicle design as the industry moves towards more autonomous vehicles, where comfort will become increasingly important.

Aptiv is also a leader in electrification, which gives it a competitive advantage as the automotive industry shifts towards electric vehicles.

TE Connectivity is a leader in electrification and has a higher content in electric vehicles compared to traditional vehicles, positioning it well to benefit from industry disruption.

Bill Nygren mentions that they owned Apple for a long time, and it was consistently selling at less than a market P/E multiple, indicating it was undervalued despite being a growth company.

Netflix is adding approximately 25 million subscribers a year, which adds significant value. The market cap is around $200 billion, and if each subscriber is valued at $1,000, the annual return on spe

Alphabet's spending on 'Other Bets' depresses its earnings, inflating the stated P/E multiple. Adjusting for this spending and the cash on the balance sheet reveals that investors are not paying much

Amgen's heavy R&D spending is currently depressing its earnings, making it appear expensive relative to the pharmaceutical industry. However, when considering enterprise value to EBITDA plus R&D, Amge

AstraZeneca has revitalized its R&D efforts under new management, transforming from a less loved company to an innovator in the pharmaceutical industry, which enhances its investment appeal.

Peugeot has successfully restructured under new management, implementing aggressive cost controls and delivering on targets, which has strengthened the company and made it a more attractive investment

Volkswagen has successfully moved on from the Dieselgate scandal with new management that has improved expectations and positioned the company as a leader in the EV space, making it a compelling inves

UniCredit has undergone a painful restructuring, improving its corporate governance and aligning management interests with shareholders. With a less risky balance sheet and better returns, it presents

Rolls Royce is a leader in engine manufacturing and is expected to see a recovery in cash flow as demand for airplane engines returns post-pandemic. The current market valuation does not reflect the p