All ideas

General Growth Properties is a regional mall REIT with a diversified portfolio and high occupancy rates, which remained stable even during the financial crisis. The complexity of its corporate structu

Constellation Software is praised for its clear and honest reporting to shareholders, which includes a consistent presentation of financial performance and a transparent discussion of results. This ap

We still hold Tandy Leather, one of our top five holdings, which we owned since 2009.

We bought Popeyes, which we had been closely following, as it was in the early stages of a turnaround.

We bought into Peerless Systems at a very big discount to cash and joined the board to push for returning capital to shareholders.

We bought Hilltop Holdings at a huge discount to cash during the crisis, viewing it as a very low-risk investment with a lot of upside.

We looked at Costco during the crisis but passed, which I regret as it was one of the extremely good businesses we wanted to buy.

We own Google now and have since 2011, indicating our belief in its long-term value and growth potential.

Vantage Drilling owns the newest deep water fleet in the country, with seven of the hundred deep water drilling platforms globally. The bonds are currently undervalued at around $30, while the drillin

Perrigo's shareholders rejected Mylan's acquisition offer, which resulted in a significant loss for investors who were betting on the deal going through, highlighting the risks involved in merger arbi

Mylan attempted to acquire Perrigo, presenting a significant potential profit opportunity if the deal had gone through, as it offered a $20 premium over the current stock price.

Marriott announced a deal to acquire Starwood Hotels at $70, which is lower than the expected break-up value, indicating a potential opportunity for investors if the market reacts positively to the ac

Hyatt was one of the potential buyers for Starwood Hotels, which suggests it could benefit from the acquisition and potentially see an increase in value as the deal progresses.

Starwood Hotels was up for sale with a break-up value estimated between $90 and $105. Despite the stock initially dropping to the $60s after the announcement, it rebounded to $75, indicating potential

Star Gas Partners is mentioned as a current idea, indicating a belief in the company's stability and potential for income generation.

The newsletter mentions Famous Dave's as a current idea, implying that there may be potential for recovery or growth in the restaurant's performance.

Jonathan Salinas discusses Sequential Brands Group as a current idea, suggesting that he sees value in the company's brand portfolio and growth opportunities.

Jonathan Salinas mentions DHX Media as a current idea, indicating a positive outlook on the company's potential for growth and value.

XPO Logistics is a strong buy with a target price of $48 per share, representing approximately 115% upside. The company benefits from a phenomenal CEO, a performance-driven culture, and significant gr

Quest Diagnostics is facing significant downward pressure on revenue due to competition from LabCorp and rising cost pressures that undermine its cost savings initiatives. The company's reliance on ac

Famous Dave's was shorted due to excessive market optimism and a struggling brand with a history of declining operating income. Despite the involvement of activist investors and share repurchases, the

Star Gas Partners is a heating oil distributor that has consistently generated quality returns on capital despite being in a mature and declining industry. The company has been effectively managed by

The investor mentioned buying calls on Bank of America when the stock was trading at $4, which later increased significantly, demonstrating a successful options strategy.

The investor discussed buying calls on SunEdison, believing the market was mispricing the options and that the stock had potential if it did not go bankrupt, as it could represent a long-term investme