All ideas

Goodyear Tire has appreciated 370% over six years, significantly outperforming the market. Despite this growth, it remains undervalued at 9x earnings due to the market's slow recognition of its sustai

If natural gas prices remain low, LyondellBasell may benefit significantly from the change in the macro environment, as the company could see improved margins and profitability due to lower feedstock

We believe RJET is a better buy today as earnings are quickly ramping and management has proven its ability to execute. The stock has done notably well since being a $5 stock in 2011, and we expect th

Despite market concerns about past management decisions and industry challenges, we see a strong core business with stable cash flow and significant cash earnings potential. The stock is undervalued,

Orora, a spin-off from Amcor, has a strong market position and a management team with a proven track record of creating shareholder value. The stock was trading at a low multiple, and we believed it h

We liked the private label tissue business and saw potential for value creation under new management. The company has been buying back shares aggressively, indicating confidence in its future earnings

Bill Ackman mentioned spending a significant amount of time on Allergan, indicating a strong focus on this investment. The context suggests that he sees potential in Allergan's business model and grow

Ackman indicates that Canadian Pacific came from an unhappy shareholder, suggesting that there is potential for value creation and improvement in the company, aligning with their investment strategy.

Ackman notes that Air Products was brought to them by a shareholder of Canadian Pacific, suggesting a belief in the company's potential for improvement and value creation through their involvement.

Ackman discusses the creation of Pershing Square Holdings as a way to manage capital and pursue high-quality investments, indicating a long-term strategy focused on significant investments in companie

Ackman discusses the challenges of GAAP accounting for companies like Valeant, suggesting that while it has been acquisitive, the focus should be on understanding the economic earnings rather than jus

Bill Ackman expresses a strong belief in being short Herbalife, suggesting that if the best arguments against it are not convincing, he would want to increase his short position. He highlights Amazon

Zoetis is the largest company in animal health, benefiting from rising income levels and increasing demand for protein in diets. The companion animal health segment is also expected to grow as more af

Ackman is open to hearing contrary views on Valeant, indicating that he is aware of the significant debate surrounding the stock and is willing to consider opposing perspectives.

Ackman considered McGraw-Hill due to its valuable assets like the S&P franchise but ultimately decided against investing due to concerns over potential liabilities associated with the bond rating busi

Bill Ackman believes that Herbalife is a pyramid scheme and that the quality of work done by those who own the stock is poor. He asserts that if investors continue to hold the stock, they will ultimat

Buy Progressive Waste Solutions equity with a three-year base case share price of $46, representing ~55% upside from the current share price. The investment thesis is supported by a new management tea

Chicago Bridge & Iron's acquisition of Shaw Group at a premium indicates the value of Shaw's business and the effectiveness of its management team, reinforcing the investment thesis for Shaw.

Cott Corporation was initially considered for purchase at $18 per share despite its rapid rise from $3, as the potential for future growth was recognized. The stock eventually appreciated significantl

Investing in Six Flags was driven by the management of Jim Reid-Anderson, who has a proven track record of success in turning around companies. His plans for Six Flags post-bankruptcy were reasonable

The Shaw Group has a strong balance sheet with over $1 billion in unencumbered cash and a solid management team that has demonstrated success in building the business. Despite positive developments, t

CDK Global is a leader in providing technology solutions for the automotive retail industry. With a strong customer base and recurring revenue model, the company is poised for growth as it continues t

Schibsted Media Group is undervalued due to its strong digital transformation and growth in online classifieds. The company's diversified revenue streams and leadership in the Nordic market position i

JetBlue Airways is well-positioned to capitalize on the growing demand for air travel, with a strong brand and customer loyalty. The company has a solid balance sheet and is expanding its routes, whic