All ideas

Kering, particularly its Gucci brand, has a strong heritage and brand recognition that supports a return to higher profitability levels. The current margins are depressed, but the intrinsic value base

Wise is evolving from a consumer-facing company to a platform business, which is promising for its future growth. The company is already profitable and has significant cash balances, making it well-po

Overstock is positioned well due to its innovative product tZero, which utilizes blockchain technology for quicker and more efficient settlements. The CEO, Patrick Byrne, is seen as misunderstood, and

The team of Victor D. Aguiar, Leonardo M. Fernandes, Alejandro Lalla Dodds, Carolina Sanchez Alzamora, and Rogerio Rios presented a pitch for MercadoLibre, indicating confidence in its market position

The team of Elliot Tompras, Craig Larkin, and Olivia Qi won the 2025 Darden Investing Challenge with a pitch for A.O. Smith Corp., indicating a strong belief in its investment potential.

The team of Chidi Keng, James Michalski, and Gabriel Wensko Martins recommended the senior unsecured notes of Advance Auto Parts, showcasing confidence in the company's financial stability.

The team of Bennett Lee, Srivats Mohan, Aaron Samuels, and Oliver Suffern won the 2025 Booth MBA Stock challenge with a pitch for dLocal, indicating a strong belief in its growth potential.

Andrew Rosenblum includes XPEL in his long positions, suggesting a favorable outlook based on his investment philosophy.

Andrew Rosenblum mentions FeverTree Drinks as a long position, indicating confidence in the company's growth potential.

Andrew Rosenblum discusses his long position in Wise, reflecting his investment philosophy and thought process.

David Poppe highlights his investment in Progressive, focusing on quality and management alignment as key factors in his decision.

David Poppe discusses his investment in Arista Networks, emphasizing the importance of aligning with great managers and the company's quality characteristics.

The investor has a reputation for short-selling and uncovering non-consensus long ideas, indicating a belief in Carvana's potential despite market skepticism.

On is currently undervalued at 15-16x EBITDA, while its growth rate is significantly higher than that of competitors like Nike. With expected valuation at 30-35x EBITDA due to its strong growth and fo

Spotify is founder-led with Dan Ek holding a 15% ownership stake, aligning his interests with those of investors. The company is expected to achieve over 20% revenue growth, and despite perceptions of

Elie Mishaan from Bryant Street Capital sold SPXC because its multiple exceeded their view of fair value, but he acknowledges that it has performed well since the sale, indicating a strong underlying

Rudi van Niekerk mentioned increasing exposure to LMB as part of a strategy to allocate capital to companies with strong value drivers, indicating confidence in its performance relative to other inves

Rudi van Niekerk from Desert Lion Capital believes in the long-term growth potential of VRT due to its strong management team led by Dave Cote, who is focused on improving operational efficiencies and

Vertiv has a leading market share in power distribution and thermal management products, with significant margin expansion opportunities under the guidance of experienced management. The company is we

Limbach is transitioning its revenue mix from low-margin general contracting to higher-margin owner direct relationships, which has already improved profitability. With a strong balance sheet and a st

Limbach Holdings caught our attention due to a management transition with the promotion of Mike McCann to CEO. The company, with a market cap of about $300M, fits our investment criteria in the SMID c

Installed Building Products is an installer of residential insulation with a compelling growth story driven by management's ability to roll up the industry. The company has shown resilience through te

WOSG has a strong partnership with Rolex, generating high returns on capital. The company should focus on expanding its Rolex business rather than diversifying into lower-return areas. Acquiring small

Seaport Entertainment Group is a spinoff from Howard Hughes, which has been weighed down by less desirable assets. The company is currently undervalued at $25 per share, especially with Pershing Squar