Contributor since: 2013
Boyd Group: Collision Repair Roll-Up With Mid-Teens IRRs
Ascent Capital: An Impending Zero As Debt Maturities Loom And Attrition Rates Spike
Sensata: Overvalued Auto Supplier With 30% Downside
MMA Capital: Value Creation Narrative Continues To Strengthen
Axalta: Shares Are Worth $34-39 In 2017
Albemarle: Still Cheap, Shares Are Worth $80 In 2017
Albemarle: M&A Confusion Drives ~60% Upside
Sears Hometown And Outlet Stores: A Classic Value Trap Headed To Zero
MMA Capital Management: NAV Suggests Shares Have 100-150% Upside
Visteon: Interesting Company, But Shares Look Fairly Valued Following M&A Transactions
Tropicana Entertainment: With The Atlantic City Business Valued At 1X EBITDA, Shares Have 46% Upside
Tropicana Entertainment: Casino Operator Trading At A Significant Discount To Peers With At Least 30% Upside
Municipal Mortgage And Equity: Still Trading At A 40% Discount To NAV, 65% Upside Remains
Baltic Trading: An Update
FBR & Co.: 2.9x Ex-Cash Earnings With Efficient Cost Structure Means 70-85% Upside
FreightCar America: At Least 24-44% Undervalued At 7.5x '15 EPS
Baltic Trading Limited: A Quick Double If Shipping Rates Cooperate