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Watches of Switzerland is a leading retailer in the luxury watch market, particularly with Rolex, and has shown significant growth potential, especially in the US market where it has grown 30% annuall

TerraVest is a Canadian small cap business in the storage tank sector that has generated returns on capital of about 25%. With a third of the company owned by insiders and management demonstrating hig

We recommend a BUY for Blue Bird Corporation (NASDAQ: BLBD) with a base-case price target of $65, implying a 16.1% IRR through 2027. The company is positioned to benefit from structural tailwinds in t

Garrett mentioned Valvoline, Inc. as a stock he is considering, indicating a positive outlook on the company's performance.

Moody's operates in a duopoly with S&P, providing a highly sticky business model that offers significant ROI for clients through cost savings on bond issuance. This creates a strong incentive for comp

Taiwan Semiconductor has evolved from a good business to an incredible company over time, similar to Novo Nordisk. The company is a leader in semiconductor manufacturing, which positions it well for f

Novo Nordisk has disrupted the diabetes treatment market with its GLP-1 drugs, which have created a larger market opportunity despite impacting its own insulin business. The company has consistently g

SpaceX has a strong cash flow and balance sheet, with significant growth potential in both its launch and Starlink businesses. The company's ability to reduce launch costs and leverage its monopoly po

On Holding operates in a large market with significant growth potential, especially as it focuses on enhancing athletic performance and expanding into new activities. With Nike's growth stagnating, On

Spotify is a strong platform with a well-known brand that continues to invest in improving its services. With a large base of 600 million subscribers, there is significant potential to convert the 400

The investor has followed SPX Corporation for many years and has a lot of conviction in the company's management and its position in the HVAC space.

Valvoline is positioned to capitalize on significant growth opportunities in the automotive services market, with a target of expanding its store count from 1,800 to over 3,500. The company's strong u

Nadim Rizk discussed his investment in Moody's Corporation, emphasizing its strong market position and consistent revenue growth in the financial services sector.

Nadim Rizk noted his position in Taiwan Semiconductor Manufacturing Company, citing its critical role in the global semiconductor supply chain and robust demand for chips.

Nadim Rizk mentioned owning shares in Novo Nordisk, highlighting its strong fundamentals and growth prospects in the pharmaceutical sector, particularly in diabetes care.

The team of Erik Listoe, Daniel Sohn, and Yifan Wang argues that BlueBird Corporation presents a compelling long investment opportunity due to its innovative product offerings and favorable market dyn

The thesis presented by Jared Duda, Joe Ferguson, and Garret Wallis focuses on Valvoline, Inc. as a strong long investment due to its solid market position and growth potential in the automotive servi

David Baron’s long position in SpaceX indicates a strong belief in the company's future growth and its pivotal role in the aerospace industry.

David Baron's long position in On Holding reflects his belief in the company's innovative approach to athletic footwear and its potential for market expansion.

David Baron holds a long position in Spotify, suggesting confidence in its ability to grow its user base and monetize its platform effectively in the competitive streaming market.

Elie Mishaan's long position in Vertiv indicates his belief in the company's potential to capitalize on the growing demand for data center infrastructure and services.

Elie Mishaan holds a long position in Limbach Holdings, reflecting his focus on companies with strong management engagement and growth prospects in the construction and engineering sector.

Chris Waller has a long position in Seaport Entertainment Group, suggesting confidence in its business model and future profitability in the entertainment sector.

Chris Waller runs a concentrated portfolio and holds a long position in Watches of Switzerland, indicating his belief in the company's growth potential in the luxury watch market.