All ideas

We propose a three-fold constructivist plan for ServiceMaster to enhance shareholder value, including expanding the board with pest control experts, improving employee training and technology at Termi

We recommend a long position in ServiceMaster due to its durable competitive position and strong cash flow generation abilities. The pest control industry has a long growth runway, and with a 3-year p

We believe that Aramark's core operations are undervalued and can see significant EPS enhancement through operational improvements and potential spinoff of its Uniform business. Our base case price ta

Aramark is undervalued due to market sentiment, with significant upside potential in its core catering and uniform businesses. The company has opportunities for operational improvements and activist i

Edgardo Guttierez, Yuri Rettore, and Rodolfo Zeidler recommended investing in US Foods, Inc., emphasizing its competitive advantages and favorable market trends.

David Hao, Eric Niu, and Freda Zhuo recommended a long position on Aramark, highlighting its strong market position and growth potential in the food services sector.

Matthew Peterson discussed his recent investment in DJCO, highlighting it as a favorable opportunity based on his investment criteria.

Mohnish Pabrai mentioned GrafTech, suggesting he sees potential value in the stock.

Mohnish Pabrai discussed his views on IPSCO, indicating a positive outlook on the company.

Herbalife operates on a business model that combines physical goods with social reassurance, leading to high retention rates among distributors. The retention rate has improved from 49% to about 65%,

Valeant was trading at 10x revenue despite making a loss, with adjusted accounting claiming a 55% margin. The company was involved in unethical practices, and despite being well-funded, it was expecte

John Hempton is instinctively long on GE, indicating a belief in its potential despite negative sell-side opinions.

Kone, a Finnish elevator company, profits mainly from maintenance contracts, making it a very profitable business model, especially outside of China where capital equipment sales dominate.

Trex, which makes plastic decking, has impressive financial metrics with a return on assets of 27% and return on equity of 47%, both of which are increasing, indicating strong business performance.

Spirax-Sarco, which makes steam traps, has a margin comparable to Apple's and is considered an iconic business due to its trifecta business model.

Givaudan is the world's dominant flavors and fragrances company, which has unexpectedly high switching costs and is critical for products like yogurt, making it a profitable business.

Costco has reached a global scale and shares the benefits of that scale with its consumers, making it hard to compete against. With a gross margin of 12% and a net margin of 2%, it operates efficientl

We recently increased our position in Disney, which looks like it could be a relatively slow grower yet is still a very strong company. They have their basic growth business with movies and parks that

Williams-Sonoma appears to be successfully navigating the retail landscape, suggesting it may be insulated from Amazon's competition. This resilience in a changing market presents a potential investme

Costco has been a major position for years due to its strong business model, which includes a significant portion of profits from membership fees. This recurring revenue stream is a key factor in its

ADP is a well-managed company with a strong market position in payroll and HR services, generating recurring revenue. Although growth is expected to be slower due to its size, the company is still pro

Restoration Hardware is innovating in the retail space by creating destination stores that attract customers, which is a unique approach compared to traditional retail. Despite concerns about their de

MasterCard has been a long-term holding for Stewart Asset Management, indicating confidence in its business model and growth potential. The firm has owned MasterCard since its IPO, suggesting a strong

Amazon has a booming business model with a significant portion of its revenue coming from marketplace products sold by third parties, which allows for high gross profit margins. Additionally, their We