Fund Letter Stock Ideas
Contributor since: 2019
Articles
Baron Funds - Sprout Social: Recurring SaaS Model, Cash Rich, And Strong Returns
Fri, Aug. 12 SPT1 Comment
Baron Funds - Chart Industries: Targeting Greater Than 25% EPS CAGR
Fri, Aug. 12 GTLS
Baron Funds - Amazon.Com, Inc.: A Long Runway For Growth
Fri, Aug. 12 AMZN6 Comments
Steel City Capital - Equitrans Midstream: Limited Downside, Attractive Returns
Fri, Aug. 12 EQTNP, ETRN
Steel City Capital - Carvana: Heading Toward A Liquidity Event
Fri, Aug. 12 CVNA23 Comments
Mittleman - Revlon: Bankruptcy Filing And After
Fri, Aug. 12 REV1 Comment
Mittleman - Heritage-Crystal Clean: Great Track Record, Not Enough Credit
Thu, Aug. 11 HCCI1 Comment
Baron Fintech Fund - Progressive Corp.: Rising Interest Rates, A Financial Tailwind
Thu, Aug. 11 PGR
Baron Funds - Floor & Decor Holdings: An Exciting Growth Concept In Retail
Wed, Aug. 10 FND
Baron Funds - ICON Plc: Positioned For An Extended Period Of Revenue And Earnings Growth
Wed, Aug. 10 ICLR
Choice Equities - Crocs, Inc.: Positioned For CAGRs North Of 20%
Wed, Aug. 10 CROX2 Comments
Voss Capital - Extreme Networks: Can Grow Even Through An Economic Depression
Mon, Aug. 8 EXTR1 Comment
Headwaters Capital - Qualys: A Cybersecurity Leader
Sat, Aug. 6 QLYS
Cedar Creek Partners - BM Technologies: Current Valuation Is Absurdly Low
Sat, Aug. 6 BMTX, BMTXW9 Comments
Cedar Creek Partners - Pacific Coast Oil Trust: $0.32 Now; Could Be Worth $2 Or More
Sat, Aug. 6 ROYT, ROYTL6 Comments
Bireme Capital - HCA Healthcare: Quite Cheap Despite Many Competitive Advantages
Fri, Aug. 5 HCA
Massif Capital - Ionic Rare Earths: Ending Our Wait For The Right Company
Thu, Aug. 4 IXRRF
Massif Capital - RWE AG: Good Investment, Slightly Disappointing Outcome
Thu, Aug. 4 RWEOY, RWNFF1 Comment
1 Main Capital - KKR & Co.: Doubling Down
Wed, Aug. 3 KKR2 Comments
Mayar Capital - Unilever: Consistent 15-20% Returns On Capital
Wed, Aug. 3 UL, UNLYF8 Comments
Arch Capital - InterActiveCorp: The Best Time To Buy IAC
Wed, Aug. 3 IAC6 Comments
Emeth Value Capital - Diversified Energy Co.: An ESG Business Hiding In Plain Sight
Wed, Aug. 3 DECPF14 Comments
Tweedy, Browne Fund - Nabtesco: A Pricing Opportunity In An Above Average Japanese Business
Wed, Aug. 3 NCTKF, NCTKY
Tweedy, Browne Fund - Deutsche Post: Generating A Consistent 20%+ ROE
Tue, Aug. 2 DPSGY, DPSTF3 Comments
Greystone Capital - EDreams ODIGEO: A Very Favorable Risk/Reward Setup
Sun, Jul. 31 EDDRF, EDEMY
Greystone Capital - 1847 Goedeker Inc.: Another Stellar Quarter But Declining Stock Prices
Sun, Jul. 31 POL, POL.WS2 Comments
Greystone Capital - IDT Corp.: A Rare Opportunity To Buy IDT Cheap
Sun, Jul. 31 IDT3 Comments
Greystone Capital - RCI Hospitality: One Of The Cheapest Stocks In The Entire Restaurant Universe
Sun, Jul. 31 RICK9 Comments
Greystone Capital - Basic-Fit: Intact Long Term Earnings Power
Sun, Jul. 31 BSFFF2 Comments
The Sound Shore Fund - Lennar Corp.: In An Under-Supplied Housing Market
Fri, Jul. 29 LEN.B, LEN
O'Keefe Stevens - GreenFirst Forest Products: Hidden Assets Offer Downside Protection
Fri, Jul. 29 GFP:CA, ICLTF1 Comment
O'Keefe Stevens Advisory - Subsea 7: Unrealistic Return Profile
Thu, Jul. 28 ACGYF, SUBCY
Nordstern Capital - StoneCo: More Power To Us
Thu, Jul. 28 STNE3 Comments
Nordstern Capital - Evolution: Just Go With Evo
Thu, Jul. 28 EVGGF, EVVTY4 Comments
Nordstern Capital - Imperial Metals: Copper Is Going To Be The New Oil
Thu, Jul. 28 IPMLF1 Comment
Nordstern Capital - Embracer Group: The SGG Investment
Thu, Jul. 28 THQQF
Nordstern Capital - Arch Resources: Not Everything Is Rosy
Thu, Jul. 28 ARCH11 Comments
White Brook Capital - AFYA Ltd: Cheap Stock, Good Business, Inherent Growth
Thu, Jul. 28 AFYA
Alta Fox Opportunities Fund - Everbridge: A High-Quality SaaS Business At ~3x Forward Revenue
Thu, Jul. 28 EVBG3 Comments
Laughing Water Capital - Whole Earth Brands: Starting From A Good Place
Wed, Jul. 27 FREE, FREEW5 Comments