All ideas

WPP trades at just over 9x earnings with a 5% dividend yield and an almost infinite return on capital (excluding goodwill). Despite current headwinds in the advertising industry, the financial charact

Cardinal Health, like its peers, faces potential threats from Amazon's entry into the pharmaceutical distribution market. However, its existing business model and customer relationships may help it na

Similar to AmerisourceBergen, McKesson is a major player in pharmaceutical distribution that may be impacted by Amazon's disruption in the industry. Despite this, McKesson's established market presenc

AmerisourceBergen is a pharmaceutical distributor that could face challenges due to Amazon's entry into the healthcare space, particularly in drug distribution. However, the company has a strong posit

AutoZone's stock price fell significantly due to concerns about competition from Amazon, but the company's fundamentals remain strong. With the stock trading in the low $500s, it was undervalued at 9.

AutoZone has demonstrated stable and defensive business characteristics, with intrinsic value growing by 16% per annum over the past 11 years. The company has high returns on assets and invested capit

Baidu is trading at an attractive valuation with a strong runway for future growth, particularly in the advertising sector, which is growing at a double-digit rate in China. The company has high retur

We also recently bought shares in Sina, which owns a controlling interest in Weibo, one of China's most popular social media platforms, as part of our investment strategy in undervalued Chinese techno

We recently bought shares in Baidu, often referred to as the Chinese Google, as part of our strategy to invest in undervalued technology companies with growth potential.

We bought shares in Cisco around 2011-2012 when it was trading at roughly 10x earnings with over $40 billion in cash on its balance sheet. Despite slower growth, we believed we were getting significan

We bought Google in 2012 at a very attractive valuation of around 9-10x forward EV to EBITDA and 12-13x forward earnings. It was compounding its value at over 20%, and we believe it continues to compo

Qorvo Inc. represents an attractive investment opportunity in the semiconductor sector due to its unique position in RF technologies and operational tailwinds that should drive increased profitability

Qorvo is a semiconductor company that is well-positioned to benefit from the growing demand for 5G technology and IoT applications. The company's strong product portfolio and market leadership in RF s

Steve Tusa has maintained a bearish stance on GE, citing fundamental issues within the company and its management practices that have led to significant stock declines.

Scott Miller believes Stellantis has a strong future due to its diversified portfolio of brands and focus on electric vehicles, positioning it well for industry shifts.

Scott Miller is optimistic about Schein Vineyards due to its potential for growth in the premium wine market, leveraging quality and brand recognition.

Scott Miller sees value in TripAdvisor as it continues to be a leading platform for travel-related content and bookings, despite challenges in the travel industry.

Scott Miller believes in the long-term potential of Etsy due to its unique marketplace for handmade and vintage items, which differentiates it from other e-commerce platforms.

Brad Headley, Ryan Darrohn, and John White are shorting C.H. Robinson due to concerns about its business model and market position, which they believe may not sustain its current valuation.

Digicel is poised for significant growth following a heavy investment cycle that has expanded its product offerings into cable and business services, alongside improvements in wireless services. With

Non-bank lenders, including Credit Acceptance, are facing significant challenges as delinquencies approach 2009 highs despite low unemployment. The decline in used car prices and the erosion of compet

We recommend a short on Stericycle (SRCL) with a price target of $38, presenting nearly 40% downside from today’s price of $61. We believe that unprecedented competition, a high fixed-cost structure,

Deere is undergoing significant internal changes that the market has not fully appreciated, including a modernization of its manufacturing process and a shift in sales compensation to focus on profita

The DLLTD 8.25% Senior Unsecured Notes due 2020 are recommended for their attractive total return opportunity, driven by growth in wireless data and business solutions, improvements in cost base and f