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PRO Top Ideas
Top Ideas are high-conviction long or short ideas focused on market mispricings with asymmetric risk/reward profiles.
Perceptron: A Fifty-Cent Dollar
- Half of market cap in net working capital / one-third in cash.
- Record backlog.
- Dominant industry position.
- 60% upside on conservative assumptions.
- National Research Corp.'s Class B Shares: The Low-Risk Double