Fund Letter Stock Ideas
Contributor since: 2019
Baron Funds - Sprout Social: Recurring SaaS Model, Cash Rich, And Strong Returns
Baron Funds - Chart Industries: Targeting Greater Than 25% EPS CAGR
Baron Funds - Amazon.Com, Inc.: A Long Runway For Growth
Steel City Capital - Equitrans Midstream: Limited Downside, Attractive Returns
Steel City Capital - Carvana: Heading Toward A Liquidity Event
Mittleman - Revlon: Bankruptcy Filing And After
Mittleman - Heritage-Crystal Clean: Great Track Record, Not Enough Credit
Baron Fintech Fund - Progressive Corp.: Rising Interest Rates, A Financial Tailwind
Baron Funds - Floor & Decor Holdings: An Exciting Growth Concept In Retail
Baron Funds - ICON Plc: Positioned For An Extended Period Of Revenue And Earnings Growth
Choice Equities - Crocs, Inc.: Positioned For CAGRs North Of 20%
Voss Capital - Extreme Networks: Can Grow Even Through An Economic Depression
Headwaters Capital - Qualys: A Cybersecurity Leader
Cedar Creek Partners - BM Technologies: Current Valuation Is Absurdly Low
Cedar Creek Partners - Pacific Coast Oil Trust: $0.32 Now; Could Be Worth $2 Or More
Bireme Capital - HCA Healthcare: Quite Cheap Despite Many Competitive Advantages
Massif Capital - Ionic Rare Earths: Ending Our Wait For The Right Company
Massif Capital - RWE AG: Good Investment, Slightly Disappointing Outcome
1 Main Capital - KKR & Co.: Doubling Down
Mayar Capital - Unilever: Consistent 15-20% Returns On Capital
Arch Capital - InterActiveCorp: The Best Time To Buy IAC
Emeth Value Capital - Diversified Energy Co.: An ESG Business Hiding In Plain Sight
Tweedy, Browne Fund - Nabtesco: A Pricing Opportunity In An Above Average Japanese Business
Tweedy, Browne Fund - Deutsche Post: Generating A Consistent 20%+ ROE
Greystone Capital - EDreams ODIGEO: A Very Favorable Risk/Reward Setup
Greystone Capital - 1847 Goedeker Inc.: Another Stellar Quarter But Declining Stock Prices
Greystone Capital - IDT Corp.: A Rare Opportunity To Buy IDT Cheap
Greystone Capital - RCI Hospitality: One Of The Cheapest Stocks In The Entire Restaurant Universe
Greystone Capital - Basic-Fit: Intact Long Term Earnings Power
The Sound Shore Fund - Lennar Corp.: In An Under-Supplied Housing Market
O'Keefe Stevens - GreenFirst Forest Products: Hidden Assets Offer Downside Protection
O'Keefe Stevens Advisory - Subsea 7: Unrealistic Return Profile
Nordstern Capital - StoneCo: More Power To Us
Nordstern Capital - Evolution: Just Go With Evo
Nordstern Capital - Imperial Metals: Copper Is Going To Be The New Oil
Nordstern Capital - Embracer Group: The SGG Investment
Nordstern Capital - Arch Resources: Not Everything Is Rosy
White Brook Capital - AFYA Ltd: Cheap Stock, Good Business, Inherent Growth
Alta Fox Opportunities Fund - Everbridge: A High-Quality SaaS Business At ~3x Forward Revenue
Laughing Water Capital - Whole Earth Brands: Starting From A Good Place