All ideas

Charlie Munger expressed discomfort with owning Freddie Mac due to concerns about management's integrity and the company's shift towards accumulating mortgages instead of securitizing them. He believe

E.W. Scripps has a history of investing in long-term growth opportunities, such as the development of Scripps Network Interactive, which has proven successful despite initial losses. The company's man

Brown-Forman is a family-controlled company with a strong core business that has been undervalued due to misconceptions about its whiskey business. The company has successfully expanded its internatio

Tom Russo believes that Martin Marietta has a strong business model that has been affected by the post-2008 economic environment, particularly in infrastructure and construction. Despite current chall

Nestlé has substantial growth opportunities in emerging markets where it currently has limited presence. The company's historical performance shows strong returns, and it can continue to grow by inves

MasterCard is a preferred investment due to its lower valuation at 12x forward earnings compared to its growth potential. The company has significant international exposure and a new CEO with a strong

The interview discusses the flawed business model of the for-profit education sector, suggesting that high student debt levels and poor job outcomes will lead to increased defaults and a breakdown of

Unilever is highlighted for its ability to operate in a socially responsible manner while also reducing costs, which can enhance efficiency and profitability. The company's commitment to sustainabilit

Nestlé represents a great opportunity for patient investors due to its ability to reinvest in markets like Africa, which may not provide immediate returns but have significant long-term potential. The

I was particularly focused on Integrated Resources which was playing unbelievable accounting games and financing itself with junk debt issued at 14%. The company was overpaying for office buildings an

I recommended a short position in Baldwin-United at $24 based on language in the 10-K and 10-Qs, uneconomic annuities, leverage issues and a host of other concerns. The stock promptly doubled on me, b

H&R Block is an attractive investment trading at 11x earnings with an 11% free cash flow yield. Misunderstandings about its core business and excessive fears regarding liabilities from a discontinued

The common stock of Legg Mason offers a compelling long opportunity as the market is discounting the past more than the future. With significant tax credits valued at $6.50 per share, LM trades at les

We recommend a long position in Ingersoll Rand stock with a target price of $58.00, representing a ~43% upside from the current share price of $40.61. The stock has positive operational and cyclical c

Julian Robertson loves WuXi, a Chinese employment agency for PhDs in the drug industry, as it disintermediates the pharmaceutical-focused PhD market and is experiencing earnings growth of about 20% a

Julian Robertson is considering shifting his TIPS into something like Google, indicating a belief in its growth potential alongside Apple.

Julian Robertson believes Apple is the world's cheapest stock, suggesting that if it had existed in the 1970s, it would be trading at five times its current value. He is considering shifting his TIPS

Apple is currently trading at 12x earnings, which is attractive given its strong product lineup and significant cash reserves. The anticipated release of the Apple television set this year adds to the

The market is currently undervaluing Owens-Illinois due to a focus on short-term earnings rather than its long-term earnings potential. The company is expected to earn $3.00 per share in 2012 and $3.4

Thermo Fisher Scientific is another company that has shown resilience in tough economic times, making it a worthwhile investment. Similar to Smuckers, it was acquired at a low valuation while still gr

Smuckers is a resilient company that performs well even in challenging economic conditions, making it a strong candidate for investment during downturns. The company was acquired at a low valuation of

Joy Global is a leading manufacturer of coal-mining and surface mining equipment, which is essential as coal continues to provide a significant portion of electricity generation in the U.S. Despite cu

Kodak is cited as a historical example of a value trap, where investors misjudged its declining business model and cash flow management.

The investor is short GM, suggesting a negative outlook on its performance relative to other automotive companies.