Celtic Sun
Long/short equity, special situations, Growth, event-driven

General Finance Corp: A Truly Undiscovered Gem With Significant Upside

Thesis

General Finance Corporation (NASDAQ:GFN) is a holding company based in California that owns and operates various business segments in the storage industry. The company focuses on companies to acquire that have strong management teams, can be acquired for reasonable prices and fit into GFN's long term growth plans. Essentially, GFN uses the expertise of its management team to grow the value of its portfolio of companies over time, enhancing the value of each transaction it does. In this article, we'll take an in-depth look at GFN, its businesses and its plans for the future.

I believe the market is mispricing GFN due to a misunderstanding of its holdings, the way its businesses operate and the potential of...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details