All ideas
Every pitch and position in the archive, searchable by ticker, company and outcome.
1,300 ideas
Strattec is positioned to recover lost revenues through joint ventures, new products, and geographic diversification. The VAST China partnership is expected to generate significant additional revenue,
Strattec Security Corp. is trading at less than 7x depressed LTM operating income and at 1.4x tangible book value, presenting an attractive buying opportunity. The company has a solid balance sheet wi
ICO offers investors a significant margin of safety based on the value of its reserve base, which is estimated to be worth at least $6.50/share. The company is transitioning towards higher priced meta
Quest Diagnostics was a simple business that faced challenges due to changes in Medicare and HMO pricing, which significantly impacted their earnings. However, after thorough research and observing th