All ideas

Wheelock & Company is a huge private equity and real estate developer, also trading at a substantial discount from net asset value, indicating potential for appreciation.

Hang Lung Group is a leading developer of shopping centers in mainland China, trading at a substantial discount from net asset value, making it an attractive investment.

Investor AB trades at 125 Swedish Krona with a net asset value around 189, representing a substantial discount and favorable long-term growth prospects.

Capital Southwest trades at $84, yet has a net asset value around $140, indicating a significant discount and potential for value realization.

Applied Materials is the world's leading producer of chip manufacturing equipment, trading near $11 and selling at around 10x earnings, with a strong financial position.

Brookfield Asset Management has a net asset value of around $40, trading near $29 per share. It has significant ownership in Class A office buildings and hydroelectric investments, indicating strong g

Cheung Kong Holdings has a net asset value of around HK$140 per share and is experiencing panic selling due to fears regarding its European presence. The company has strong prospects for NAV growth, m

The company has an excellent franchise in pain medications and is expected to recover its earnings and valuation despite current pressures from generic competition. With a pipeline of potential drugs

Research in Motion is undervalued at $47, reflecting market skepticism about its ability to sustain earnings. The company has a strong return on equity, significant cash reserves, and generates substa

Iridium represents an attractive structural short investment due to its impending financial challenges and increasing competition in the satellite communications industry. The company plans to invest

OPAP S.A. is undervalued due to the negative sentiment surrounding Greek stocks, trading at 4.5x EV/EBIT compared to a historical average of 8x. The company has a strong financial position with no deb

The Williams Companies (WMB) is an integrated natural gas energy company that is undervalued due to low natural gas prices and skepticism about a potential business split. The new leadership is expect

BLT is undervalued due to misconceptions about its exposure to the U.S. housing market, with over 70% of sales coming from international markets. The company has a strong niche position with a global

Subsea 7 is currently the largest position held, trading at $25 per share with earnings projected between $1.00-1.20 per share. Despite its high valuation, the company has strong management and a soli

NewMarket is a low growth, mature business with significant barriers to entry and a strong competitive position. The company has shown improved earnings potential, generating approximately $12 per sha

Acergy is well positioned to benefit from the dramatic growth of deepwater development, particularly as natural gas discoveries become economically viable. The company has successfully restructured an

Subsea 7, formerly Acergy, specializes in deepwater installation of subsea equipment for the oil and gas industry. The company has a competitive advantage due to its technological expertise and the co

Builders FirstSource is a supplier/distributor to the homebuilding industry that has been losing money consistently since 2007. However, the company has the potential to generate significant EBITDA an

McKesson is a drug distributor with a strong market position, holding over 92% market share alongside two other large players. The company is expected to benefit from growth in healthcare information

Xerox is a top-ten position for the firm, particularly after the market reacted negatively to its acquisition of Affiliated Computer Services, causing a significant drop in stock price. This presents

WellPoint is also trading at 9x earnings, which is attractive considering the expected growth from the healthcare reforms. The company is likely to benefit from an increase in membership as more unins

Aetna is trading at 9x earnings, making it a compelling investment given its strong growth outlook. The company is well-positioned to capture new customers from the healthcare reform changes, which wi

Cigna is trading at 8x earnings, which is exceedingly cheap compared to its growth potential. The company is expected to benefit from the influx of uninsured individuals entering the market in 2014 du

Nielsen Media is becoming a public company again, and I have a historical connection with it, having owned it before it was called Nielsen Media. The company has a strong foundation and potential for