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MercadoLibre has established itself as a dominant player in Latin American ecommerce, successfully navigating a complex landscape and achieving profitability. The stock was initially undervalued due t

Facebook is not an expensive stock given its earnings potential, with estimates of over $3 per share next year. The company has significant assets like Instagram and WhatsApp that have not yet been mo

The multiple gap for CBS has narrowed compared to peer media companies, and while there are concerns about the television ecosystem, CBS still provides significant value to distributors. The stock is

Amazon is expected to improve transparency and focus on profitability, particularly in its retail and AWS segments. The company’s shift in strategy to care about share price and the potential for AWS

Investing in Pixar was based on the belief in its management and creative process, which consistently produced successful films despite skepticism about its business model. The company's strong intell

VimpelCom operates primarily outside of Russia and Ukraine, yet its stock has traded in correlation with the Russian index, creating an opportunity for investors. The fundamentals of the company remai

Oracle is a stable cash flow machine with a high retention rate on its maintenance contracts, making it less volatile than typical tech stocks. The company's management is aligned with shareholder int

Groupe Bruxelles Lambert is undervalued compared to its intrinsic worth, with a strong portfolio of assets and a disciplined management approach. The company’s ability to buy back stock at a discount

CDK Global is undervalued due to market misperceptions, and its strong position in the automotive retail technology space provides a solid foundation for growth. The company has a robust cash flow and

National Oilwell Varco has a very strong market position and about $12 billion of backlog and net cash on the balance sheet. Despite challenging short-term fundamentals due to the price of oil droppin

Heitmeyer considers Hermès a strong brand with pricing power and growth potential, making it a solid long-term investment.

Heitmeyer sees Bed Bath & Beyond as a turnaround opportunity, with significant asset value that is not reflected in its current stock price.

Rolf Heitmeyer believes that American Axle is undervalued due to its strong market position and potential for operational improvements.

We believe PCP is well positioned to continue to grow through M&A, driven by strong secular tailwinds in the commercial aerospace market. Despite concerns over slowing organic sales growth, we see lim

We recommend a long position in Precision Castparts (PCP) with a two-year target price of $300, representing ~50% upside. PCP is the market leader in an industry with meaningful barriers to entry and

We recommend investors buy Genuine Parts Company (GPC) with a two year price target of $127, representing a total return of 45%. The investment thesis is based on the strength of the automotive parts

Genuine Parts Company is mentioned as a long position, indicating a positive outlook on its performance.

HCA is significantly undervalued, trading at approximately 8.5x EBITDA compared to healthcare REITs that trade between 16x and 25x EBITDA. By spinning off its real estate into a PropCo, HCA shareholde

HCA is presented as an attractive investment opportunity due to its position as the largest hospital operator in the US, with a strong market presence that allows for favorable negotiations with insur

The investment thesis for Fiat Chrysler is based on its potential for significant earnings growth driven by a five-year plan that includes globalizing the Jeep brand, developing premium brands like Al

Fiat Chrysler is undervalued due to the market's misunderstanding of its brand portfolio, particularly the value of Ferrari, which could be worth significantly more than the current market cap. With a

The market misunderstands the potential for cost savings and synergies from migrating DSL subscribers to Altice's cable network, alongside significant operational expense cuts. The consolidation of th

Altice S.A. is positioned for significant upside due to its strong competitive advantages in the cable and telecom sectors across France and Portugal. With a target price of €180 representing nearly 8

Weight Watchers is a poor capital allocator, having issued $1.5 billion of debt to repurchase shares at $82 each, just as competition from free dieting apps began to rise. The stock now trades around