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AXA is positioned well in the property and casualty market, which is currently experiencing price increases in the 20% range in the US and mid-teens elsewhere. This pricing power should help offset an

Ray Kennedy mentions that PG&E bonds, especially post-bankruptcy, are attractive as they are undervalued. He believes that the company's issues are tied to specific risks rather than broader macroecon

Ray Kennedy indicates that regional gaming companies are more resilient compared to Las Vegas casinos, which may take longer to recover post-pandemic. He believes that people will continue to gamble i

Ray Kennedy believes that travel, particularly cruises, will eventually return to normal levels, similar to past recoveries after events like 9/11. He suggests that buying secured bonds from cruise co

TJX is well-positioned to capitalize on counter-cyclical opportunities due to its resilient business model and strong market presence. The company is expected to achieve a target price of $93.98 over

Hanesbrands is undervalued based on a sum-of-the-parts (SOTP) valuation, with a target price of $25.65, representing a significant upside from the current price of $17.21. The analysis suggests a tota

Hanesbrands is well-positioned for growth due to its vertical integration, which allows it to capture downstream profits and innovate new products. The new CEO, Stephen Bratspies, has a strong track r

Farfetch is positioned to benefit from the growing trend of online luxury shopping, especially as consumer preferences shift towards digital platforms. The company's unique marketplace model allows it

Ingevity has a strong market position due to regulatory changes in both the US and China that favor its Tier 2 carbon products. The company has built a scale facility in China ahead of regulations, al

Ingevity has a strong secular growth story driven by regulatory changes that require increased gasoline vapor emission capture. The company is expected to double its profitability in the filter busine

Clearway is an independent power producer with significant renewable energy capacity. The stock dropped 40% due to a dividend cut related to a technical default from Pacific Gas's bankruptcy, but the

Recommendation to long EPAM Systems with a 3-yr target price of $430 (~24% IRR), driven by strong growth potential from robust industry tailwinds, an asset-light operating profile, and attractive valu

Evolution is the leading global provider of live gaming services, benefiting from a shift towards live gaming over computerized games. The company has shown substantial growth in earnings and market s

JET is a high-quality online food delivery business with strong network effects, recurring revenue, and pricing power. The company is expected to grow significantly due to low penetration rates in the

TransDigm is attractively priced at 11x normalized free cash flow, with expected intrinsic value growth of 20-30% per year driven by volumes, pricing, margin expansion, and capital allocation. Insider

TransDigm is a high-quality aerospace parts manufacturer that has seen its stock price decline significantly due to panic surrounding the coronavirus pandemic. The company derives over 75% of its EBIT

Verisk Analytics is positioned to benefit from stabilization in its energy segment, which has shown resilience during downturns due to its subscription-based model and high retention rates. The compan

Sysco is considered a strong investment due to its position as a leading distributor of food products and supplies to restaurants, healthcare, and educational facilities, benefiting from the recovery

Verisk has a dominant and sustainable economic moat leading to strong pricing power, operates in a large and growing total addressable market with potential to cross-sell, and its energy segment is ex

Sysco is positioned to survive and thrive post-COVID-19 due to its strong balance sheet and national contracts that help cover fixed costs. The company is expected to maintain its market share and ben

Sysco is positioned to benefit from a once-in-a-lifetime industry consolidation opportunity due to its strong balance sheet and capacity to withstand significant declines in revenue. The company is ex

EPAM is expected to outperform street estimates due to its strong pipeline and demand for services, which is currently outpacing supply. The company has a solid asset-light operating profile, high cas

Manas Bajaj ’21, Akshay Chawla ’21 and Amitaabh Sahai ’21 recommend buying EPAM Systems, reflecting their belief in the company's strong market position and growth potential.

Ruth Chen ’21, Yi Cheng ’21 and Mark Hu ’21 present their long thesis on Verisk Analytics, suggesting confidence in its future growth and stability.