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Lions Gate is positioned to benefit from the streaming service market as a complement to larger services like Netflix and Hulu, with its Starz segment offering a low-cost option targeting underserved

Nordstrom is undervalued compared to its peers, trading at a six-turn valuation discount despite better performance and growth opportunities in the off-price segment through Nordstrom Rack. The compan

We are long Nordstrom with a price target of $94, representing 46% upside on 11/12/2018’s price of $64.30. Despite common perception, Nordstrom is not only a traditional department store, but it also

Lionsgate is positioned for significant growth due to its strong content library and the upcoming scarcity of content in the market. The company is expected to reach 7 million subscribers by 2021, dri

Lions Gate Entertainment is undervalued due to its strong content library and growth potential in streaming services. The company is well-positioned to capitalize on the shift towards digital consumpt

Dov Gertzulin includes Twin River Worldwide in his discussions, suggesting a belief in its potential for growth and recovery in the gaming industry.

Dov Gertzulin discusses Tropicana Entertainment as part of his investment strategy, indicating a focus on special situations in the gaming and hospitality sector.

Dov Gertzulin mentions Contura Energy as a position, reflecting his focus on middle market opportunities and potential for recovery in the energy sector.

Damon Ficklin and Jeff Mueller include Align Technology in their discussions, indicating a positive outlook on its growth and innovation in the dental industry.

Starbucks is mentioned by Damon Ficklin and Jeff Mueller as a part of their portfolio, suggesting confidence in its brand strength and market position.

Adobe is discussed as a key investment by Damon Ficklin and Jeff Mueller, indicating their belief in its strong business model and growth prospects.

Damon Ficklin and Jeff Mueller mention Alibaba as part of their investment strategy, reflecting confidence in its growth potential despite market challenges.

Damon Ficklin and Jeff Mueller discuss their investment in Tencent, highlighting its strong position in the changing consumer landscape in China.

SharpSpring is acquiring customers at a fraction of their lifetime value, indicating a strong ROI on marketing. The company’s strategy to focus on customer acquisition, despite poor traditional value

Yelp has an ongoing opportunity to increase both the number of advertisers and the lifetime value of those advertisers by offering more flexible advertising contracts. This shift in strategy is expect

Scheid Vineyards is a growing sum-of-the-parts story where the land value is worth twice the share price. The company is transitioning from selling grapes to selling its own branded products, which co

Fiat Chrysler is focusing on higher margin vehicles by reducing low margin fleet business and aligning with customer preferences. The core business is valued attractively at less than 3x earnings excl

TripAdvisor only monetizes around 1% of their traffic, but they are working hard to increase bookings directly on their site. If they can improve the monetization of their existing traffic, the invest

Etsy has a very attractive, niche business that can grow many multiples of where it is today. The company's decision to raise its commission fee from 3% to 5% is expected to significantly increase rev

Despite recent concerns over key man risk due to the potential conviction of Mr. Liu, we believe that the $10 billion loss in market cap has already factored in this risk. Furthermore, even if JD lose

JD.com is currently undervalued, trading at only 5x owner’s earnings while its core retail and advertising business deserves to trade at higher multiples. The company has a strong logistics network an

Heineken has been a long-term holding for the investor, benefiting from durable competitive advantages that allow for predictable growth in intrinsic value.

Nestlé is considered a semi-permanent holding due to its durable competitive advantages and ability to compound intrinsic values at an attractive rate, providing exposure to faster growing parts of th

Unilever has durable competitive advantages that allow it to compound its underlying intrinsic values at an attractive and predictable rate, making it a semi-permanent holding for the investor.