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Rightmove is the leading property website in the UK, which allows it to benefit from a winner-take-all phenomenon in the real estate market. Its strong position creates a network effect that enhances

OpenTable is the dominant restaurant reservation website in the US, benefiting from a network effect that makes it difficult for competitors to gain traction. As a leading portal in its vertical, it s

Oriflame, a cosmetics manufacturer, is currently undervalued as its share price has not increased since its IPO in 2006, despite growth in sales and profits. The company faces challenges due to its ex

Royal Vopak is the global leader in the storage of liquids at terminals, benefiting from a significant moat due to the complexity of obtaining regulatory approvals and finding suitable locations for t

Bank Rakyat is an Indonesian bank specializing in micro lending, which allows it to achieve one of the highest returns on assets in the world. Its extensive network of small offices in remote location

William C. Martin's strategy involves investing in companies with compelling growth prospects while shorting overvalued and corrupt companies, reflecting a balanced approach to risk and opportunity in

William von Mueffling's investment in Oriflame Cosmetics is part of Cantillon Capital Management's strategy to target companies with sustainable financial productivity, suggesting a positive outlook f

Cantillon Capital Management, led by William von Mueffling, has invested in Royal Vopak, indicating a belief in the company's strong market position and financial productivity.

William von Mueffling's Cantillon Capital Management invests in Bank Rakyat, reflecting a strategy focused on companies with high sustainable financial productivity, which is expected to yield favorab

William Strong also discussed his investment in Bunas Finance, indicating a strategy focused on high-quality assets at distressed valuations, which has historically led to strong returns for his firm.

Michael Karsch's firm, Karsch Capital Management, has a strong investment thesis in Viacom, focusing on its potential for growth and value creation in the media sector. The firm emphasizes thorough di

BR Malls is the largest shopping center company in Brazil, with same store sales growth of 12-14%, significantly outperforming top US shopping center companies that see only 1-2% growth. This position

The sum of the parts analysis suggests that MSG is undervalued, with a total SOTP value of $3,793 per share compared to the current price of $48.49. The potential for significant annual returns is bol

Madison Square Garden is undervalued at 4.8x projected 2013 EBITDA compared to regional sports networks that typically sell for 15x-25x EBITDA. The ongoing renovation of the Garden is expected to sign

I recommend purchasing shares of Great Lakes Dredge and Dock Corporation (GLDD) with a price target of $6.55. GLDD has an 80% margin of safety on an asset reproduction basis at current price levels, a

Abbott is a diversified healthcare company with significant revenue from its pharmaceutical products, including Humira, which is currently facing market concerns. Despite this, Abbott has leading busi

Mohawk is the second largest manufacturer of carpet in the U.S. and has a dominant franchise in carpet, ceramic tiles, and laminate flooring. The stock is currently trading at a cyclically depressed v

Twin Disc is producing a transmission dedicated to fracking, which is a critical component in the shale industry. The stock was at $11, and with approximately 12 million shares, it presents a potentia

Sara Lee is a company with many products and has been trimming down and selling various businesses. The introduction of single serve coffee has been successful, and the company is expected to split in

American Express has a strong position in the card industry and is adapting to the digital wallet trend. The company has been a long-term holding and is expected to continue to perform well as it navi

National Fuel Gas is a stable utility company with a long history of paying dividends and a significant amount of land for gas extraction. It is currently trading around $55, and its business model is

Madison Square Garden is trading in the low $20s with no debt and $300 million in cash, making it an attractive investment. The company is refurbishing its arena and has valuable assets in the form of

The distilled business of Fortune Brands is expected to be valued between $80-$85 due to its strong cash flows and potential for growth, particularly in the bourbon category, which is a $6 billion mar

Boston Scientific generates substantial free cash flow and has recently achieved an investment grade credit rating, positioning it well for stock buybacks and acquisitions. The market undervalues the