AB Capital
Contributor since: 2019
NCR Corporation: An Underrated Fintech Play
Voya Financial: Premium Valuation And Pending Headwinds Impact Investment Case
Liberty Global: FCF Ramp Up To Support Multi-Year Upside
News Corporation: Valuation Disconnect Remains Despite Sensible And Opportunistic Dealmaking
LPL Financial: Strengthening Fundamentals Reinforce The Bull Case
Capgemini: Growth Upswing Should Narrow The Relative Valuation Gap
AIG: One Step Closer Toward A Life & Retirement IPO
Stellantis: An Underestimated EV Transition
Brookfield Business Partners: Asymmetric Return Potential With Catalysts
Anterix: Spectrum Opportunity Keeps The Risk/Reward Skewed Favorably
Criteo: The Turnaround Story Has Legs
Deutsche Telekom: A Catalyst-Rich Investment Opportunity
Voya Financial: Balanced Risk/Reward As The Transformation Story Nears Its End
Athene: Robust Fundamentals But Pending Apollo Merger Caps Upside
News Corp.: A Deeply Discounted Sum-Of-Parts Play
Vonage: A Compelling Relative Value Play
Sierra Wireless: A Deeply Discounted IoT Play
Embracer: Latest M&A Further Accelerates The Growth Story
Anterix: Underappreciated Spectrum Value
Carlyle: Another Solid Quarter Paves The Way For A Narrowing Valuation Gap
Aptiv: Serial Compounder With Auto 2.0 Optionality
Invesco: Balanced Risk/Reward Despite A Strong Q4 2020
Nielsen: A Compelling Relative Value Play
Credit Suisse: Approx. 6% All-In Yield And Priced Like A Single-Digit RoTE Bank
Azul: Leading The Recovery
Samsung Electronics: Trading Price For Volume With The Galaxy S21
Arch Capital: A Reasonably Priced Compounder
LPL Financial: Growth And M&A Upside At A Reasonable Price
Swiss Re: Attractive Bond Proxy With Multiple Expansion Upside
AXA: ~7% Yield And Ample Re-Rating Potential
Thyssenkrupp's Hydrogen Opportunity Is Promising But Priced In
Zurich Insurance: MetLife P&C Acquisition Is A Good Deal All-Around
Verint Systems: Cognyte Spin-Off To Unlock Significant Value
Virtu Financial: Value In The Volatility
Itau Unibanco: XP Spinoff Is Positive, But Priced In
Vistra: An Underappreciated ESG-Friendly Cash Flow Generator
Embraer: A Turnaround Story Trading At A Discount To The Sum Of Its Parts
Dunkin' Brands: A Straightforward Take Private Transaction
Flex: Spinoff Potential Priced In
Criteo: Deeply Discounted With A Free Turnaround Option