All ideas

Holloway Lodging is a Canadian hotel company that has historically been mismanaged but is now undergoing a turnaround. The company had to eliminate its dividend and recently announced a dilutive recap

Liberty Ventures is an interesting investment due to its complex structure involving exchangeable securities that allow for tax savings and cash extraction without incurring capital gains taxes. The m

The analyst specializing in healthcare has liked Allergan's business, but not the price, suggesting that their current promises about efficiency and growth seem too late, raising questions about their

Nick Howley at TransDigm is a disciplined buyer and strong operator who focuses on acquiring companies that are sole suppliers of aftermarket airplane parts, allowing them to squeeze costs year after

Wells Fargo has a strong culture and leadership that has served them well over the years, especially during financial crises. This makes them a solid investment choice.

Valeant is interesting because they are looking to acquire Allergan, which has been a natural target for them. Even if the acquisition doesn't go through, Valeant is likely to buy something else, and

I like Liberty Global because they build out cable systems using a lot of leverage, generate huge amounts of free cash flow, and then buy back lots of stock. They get terrific margins and their busine

B&M European Value Retail is overvalued based on its current earnings and market conditions. The company faces significant competition and potential headwinds in the retail sector that could impact it

Countrywide PLC is undervalued due to its strong market position and potential for growth in the mortgage sector. The company has a solid balance sheet and is well-positioned to benefit from an improv

Stanbic is well-positioned in the growing Nigerian asset management industry, with a dominant pension management business that has significant growth potential. Despite appearing expensive on a price-

Choppies is a leading supermarket chain in Botswana with a successful expansion strategy into South Africa and Zimbabwe. The company's smaller store footprint allows for flexibility and a strong retur

Jackson Thies pitched Post Holdings as a strong investment opportunity during the Moon Lee Prize Competition, emphasizing its market position and growth prospects.

Akhil Subramanian pitched Pandora as a valuable investment opportunity during the Moon Lee Prize Competition, focusing on its growth potential.

Patrick Stadelhofer pitched World Acceptance Corporation, identifying it as a compelling investment opportunity during the Moon Lee Prize Competition.

Stephen Lieu pitched XPO Logistics as a deep-value opportunity during the Moon Lee Prize Competition, highlighting its potential for significant upside.

TripAdvisor is part of the spin-off from Liberty Ventures, which is expected to simplify the structure and create value as the market recognizes the underlying assets.

Liberty Ventures will spin off Liberty TripAdvisor Holdings, which will hold a significant economic and voting stake in TripAdvisor, potentially simplifying the structure and creating value.

Starz was incredibly cheap and trading at a steep discount to its peers post-spin. The investment more than doubled in just over a year and a half.

Aeropostale is primarily a teen retailer facing difficulties in the current market. The turnaround they are attempting would be better accomplished in a private setting, either under a financial spons

Naspers is considered a long position due to its strong market position and growth potential in the digital and e-commerce sectors.

Clean Harbors is poised for significant earnings growth due to the introduction of a new incinerator and $200 million in growth capital expenditures expected to generate a 20% return on invested capit

The investor believes that Cablevision Systems Corporation is overvalued and expects its share price to decline.

Allegion is a strong investment due to its solid fundamentals and position in the security products market, which is expected to grow as demand for safety and security increases globally.

Orion Marine specializes in marine construction and dredging, and while the company faced challenges post-2008-09 due to declining revenues and intense competition, it is expected to recover as the in