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AIG is very cheap, trading at around $54 while its book value per share is $70. The company has the potential to be an above-average business due to its global scale, and it should at least trade at b

Hermès is trading at 35x 2015 consensus earnings estimates, which are projected to be an all-time high. Given the potential for a slowdown in the Chinese economy, which accounts for a significant port

Oracle is the leading provider of relational databases, with a very dominant, stable market share position. Despite concerns about the threat from the cloud, the company has such scale economies in R&

Our view is that it continues to trade at a double discount, in the sense that if you do a sum of the parts comparison with the public price, that's a discount. Additionally, a number of the businesse

We bought Bank of New York a few years ago because we believed it was under-earning in a few dimensions as a result of interest rates and operational expenses which had room for improvement. The compa

Progressive Waste Solutions is expected to generate $1 billion in free cash flow over the next three years, which is significant compared to its current market cap of $3.4 billion. The company has opp

Cardtronics is facing significant risks due to the potential loss or reduced economics of its largest contract with 7-Eleven, which represents a substantial portion of its revenues and EBITDA. The com

Cardtronics is facing a secular decline in ATM usage as society moves towards a cashless economy, which is negatively impacting their core business. Despite management's optimistic projections of grow

We believe SolarCity's competitive advantages are eroding due to the emergence of new financing options for solar installations, which diminish their unique selling proposition. Additionally, the comp

Despite being a market leader in solar energy installations, SCTY's valuation does not account for significant business risks, including lack of differentiation, no cost advantage over peers, and regu

CDK is positioned for significant topline growth driven by the transition from analog to digital in the automotive retail industry, alongside substantial margin expansion and strong free cash flow gen

Schibsted Media Group is undervalued due to a significant monetization gap between its Scandinavian properties and its other sites. The company's core classified properties in Norway, Sweden, France,

Schibsted is transforming into a leading online classifieds operator with significant growth potential in multiple countries. The company's strong position in Norway and Sweden, combined with its shif

JetBlue is expected to exceed management's conservative guidance for additional operating income through initiatives like Fare Families and Cabin Refresh, which will significantly enhance revenue and

JetBlue has significant upside potential as it implements shareholder-focused initiatives under new CEO Robin Hayes. The company is expected to improve its return on invested capital (ROIC) by over 70

First Solar is facing significant headwinds due to declining average selling prices (ASP) and a saturated U.S. utility-scale market. The expiration of the Investment Tax Credit (ITC) will further pres

Coca-Cola is overvalued at a 20x earnings multiple given its stagnant growth of 5% per year. With changing consumer preferences and a lack of growth catalysts, the stock has significant downside poten

Whole Foods is facing increased competition in the organic foods market, which is negatively impacting its earnings. Despite being a strong brand, the stock is overvalued and has further downside pote

AerCap's business model is less credit-sensitive than perceived, as it can repossess airplanes and find new renters easily. The acquisition of ILFC has significantly boosted earnings, with projections

Goodyear has transformed its business by exiting the low-end tire market and focusing on high-value performance tires. Despite past struggles, the company is now positioned for strong profits with pro

AerCap is one of the cheapest stocks in the portfolio, trading at 7.9x earnings despite having appreciated 1,200% since initial investment. It operates in the commercial airplane leasing sector, which

Western Digital is another quality business that is a beneficiary of consolidation and is trading at a significant discount to its intrinsic value.

Hertz is viewed as a quality business that benefits from consolidation in the car rental industry and is trading at a significant discount to intrinsic value.

Avis is considered a quality, analyzable business that benefits from industry consolidation and is trading at a significant discount to its intrinsic value.