All ideas

Fiat has the potential to become a global automobile brand, leveraging its partnership with Chrysler to allocate production costs and resources more effectively across the globe. This strategic advant

Reciprocal Patent Exchange is an interesting business that pools resources to reduce legal risks associated with patents. They generate significant cash flow and have a unique model that could appeal

Guy Spier mentions that he had a great investment in Duff & Phelps, which is a credit rating agency, and it yielded a 7X return over three to four years, indicating it was a wonderful investment oppor

Active Network, Inc. is substantially undervalued against its peers despite having higher quality earnings, as evidenced by its higher EBITDA margin of 7% compared to the peer average of 2.9%. The com

Active Network, Inc. has significant upside potential due to reduced R&D spending and improved management following the departure of its founders. The company is expected to see EBITDA expansion and m

Wabash National Corporation is positioned for profitability improvement as it raises prices and sees returning customers. The company is expected to expand its margins in the Commercial Truck segment

Wabash National Corporation is positioned to benefit from a recovering trailer market as the average trailer age is at record levels, leading to increased demand for new trailers. Regulatory pressures

Desarrolladora Homex is focusing on cash flow generation by selling non-core assets and has sufficient liquidity through 2013 even in a downside scenario. The company is positioned to benefit from gov

Active Network shares are viewed positively because of their innovative solutions in event management and the growing demand for such services.

Wabash National shares are considered a strong investment due to their market position and growth potential in the transportation and logistics sector.

The 9.75% senior guaranteed 2020 USD notes of Homex are expected to provide a strong return due to their guaranteed nature and the company's potential for recovery in the housing market.

Pacific Rubiales has a good record of developing reserves and is trading inexpensively relative to North American analogs. This makes it an attractive investment opportunity in the region, especially

We are invested in the regional affiliates of Crédit Agricole, which are decent regional banks with low non-performing assets and solid loan loss reserves. They have a reasonable ROE and efficiency ra

We have a sizable position in Goldman Sachs, which is the most productive investment banking organization in terms of revenues per head. The company has a strong internal culture and a deep bench of t

We have a sizable position in the Class B shares of Greif, Inc., a packaging manufacturer. The Class B shares are trading at about ten times earnings and pay a solid dividend, while the company is div

The Bolloré Group is our largest position due to its statistical cheapness and the complex situation it presents, along with the talents of Vincent Bolloré as a capital allocator.

Yum! Brands is well-positioned in the fast-food industry with strong brand recognition and a diverse portfolio of restaurant chains. The company's focus on digital innovation and delivery services is

The investor believes that Dollar Tree has strong growth potential due to its expansion strategies and operational improvements. They see the company benefiting from increased store openings and enhan

Advance Auto Parts is mentioned as a long position, indicating a positive outlook on the company's performance and potential for growth.

Hertz is expected to maximize shareholder value by leveraging HERC, using proceeds to pay down corporate debt, and spinning off HERC in a tax-efficient manner. This strategy is projected to lead to EP

Hertz is positioned to benefit from the ongoing recovery in travel demand as economies reopen. The company has made significant strides in restructuring its operations and improving its fleet manageme

BYD is a learning machine that has rapidly improved its car quality despite entering the industry only recently. The company has shown impressive growth, with significant revenue and a large workforce

I like the company because I see an increasing set of fees and assets on which they can generate returns. The stock has done very well over the past six months, and if we have a really good housing ma

Modine is a manufacturer of automotive radiators and heat exchange equipment with a strong market position. The investor started buying shares at around $8, seeing potential for earnings to reach $1.5