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ServiceMaster is expected to grow free cash flow per share by 15-20% per year, with the stock currently trading at a 7.5% FCF yield. The upcoming spinoff of American Home Shield (AHS) and Terminix is

ServiceMaster is a complex company with three market-leading businesses: Terminix, American Home Shield, and a franchise business. The stock price has fallen from over $40 to $32 due to market misunde

We are long on Spirit Aerosystems (SPR) with an end of 2017 price target of $72, offering 31% upside from 11/11/2016's price of $55.02. The investment thesis is supported by favorable industry dynamic

Jeremy Weisstub and Damian Creber of Aryeh Capital believe that ServiceMaster Global Holdings presents a compelling investment opportunity due to its strong market position and potential for growth. T

Sherwin Williams is identified as a compounder business that is often overlooked, suggesting it has strong growth potential and stability. The mention of waiting for the right price indicates a strate

The investor believes in the long-term growth potential of Dollarama, expecting a store count growth of 1,700 stores, which represents a 9.1% CAGR over five years, outperforming the 5% consensus. They

We recommend a long on Yum China Holdings (YUMC) with a 2-year price target of $45, offering 35% upside from today’s price of $33. We see a bull-case upside of 61% and an attractive upside/downside ra

WRLD operates in the installment lending space, which is more user-friendly than payday lending. The company has a strong community presence and a loyal customer base, which supports its financial per

Ashtead Group is a rental company that is part of a diversified investment strategy, focusing on companies that provide essential services and have growth potential in the rental market.

Cimpress is included in the portfolio as a stable investment alongside other positions, indicating a diversified approach to investing in companies with growth potential.

Credit Acceptance Corp. is part of a portfolio that focuses on subprime lending, which is often misunderstood. The company plays a crucial role in providing financing options to individuals who may no

Cliff Sosin believes Herbalife is a legitimate company with strong economics and a loyal customer base. Despite initial skepticism influenced by a short seller's presentation, Sosin's research reveale

Nick Briody pitches a short on Smucker’s, indicating concerns about the company's valuation and potential challenges ahead.

Samsung Electronics is undervalued due to its strong free cash flow generation and significant cash reserves exceeding $60 billion. The company's disciplined capital allocation and potential for retur

Samsung Electronics was undervalued due to concerns about its smartphone market share loss and a slowdown in its DRAM semiconductor business. However, the consolidation in the DRAM market suggested th

We added Amazon to the portfolio this year, and it was one of those investments that we were fighting our own biases versus understanding the propensity and the potentiality of the outcome that was st

Danaher is viewed as a constantly evolving, systemic transformation with a culture focused on continuous improvement. The company's adaptive and resilient system allows it to react and change course e

Although Phillips 66 has been a good investment, the investor feels uncertain about the next ten years for a significant portion of its business, particularly refining, due to the technological cost c

The investor sold IBM as they became less comfortable with its long-term competitive advantage in enterprise due to the rise of Amazon AWS, and they prefer investments with multiple ways to win rather

While TransDigm is a great business run by competent management, the investor has become uncomfortable with the company's focus on shorter-term profitability at the expense of long-term resilience, le

Visa, like MasterCard, is also focused on reducing transaction inefficiencies associated with cash, thereby enhancing its competitive advantage in the payment processing sector.

MasterCard is effectively reducing the entropy associated with cash transactions by facilitating more efficient credit and debit transactions, positioning itself as a leader in the payment processing

Colgate may get expensive at times, but it provides stability to the portfolio with very little downside risk, despite not being the best IRR idea. It serves as an anchor position due to its consisten

Sherwin-Williams has compounded at approximately 22% since the recovery of 2009 and around 15.5% over the past thirty years. The company boasts high returns on invested capital of 30% or better and ha