Lester Goh
Contributor since: 2014
Latest Articles
Boustead Projects: Undervalued Partial Spin-Off With 140% Upside
HERC Holdings: Non-Economic Selling And Temporary Oversupply Sets Up 80% Upside
Benchmark Electronics: Disguised Transformation Sets Up ~100% Upside Opportunity
Shifting Mix At Nexeo Solutions Drives ~70% Upside
Cabot Micro: Analyst Neglect Sets Up Exceptional Risk/Reward
MarineMax: A Rising Tide Does Not Lift All Boats
HealthSouth: Best Bet In A Consolidating Industry
Nomad Foods: Don't Discount Stéfan Descheemaeker And Martin Franklin
Calix: Looming Growth Points To 40% Upside
Communications Systems: Unloved Restructuring Story Portends To 70% Upside
Short Dycom: Perennially NPV Negative, 60% Downside To Fair Value
Allied Motion: Changing Mix And Refinancing Opportunity Set Up 60% Return Potential
Lantronix: Left For Dead, This M2M/IoT Firm Sees 45% Upside
Healthcare Services Group: Financially-Strained Clients Make An Attractive Short
Dean Foods: Imminent Margin Contraction Spawns Asymmetric Short Opportunity
Nexon: Structural Dislocations And Wildly Optimistic Extrapolations Sets Up Fat-Pitch Short Opportunity
CarMax: Compounder At 33% Off
O'Reilly Auto: Texas Isn't The Problem
CPI Aero: Analysts Asleep At The Wheel; Black Swan Going Unnoticed
Astronics: Indiscriminate Sell-Off Creates ~38% Upside Opportunity
Struggling To Model Upside For Verisk
Post Holdings: Red Flags Galore
HEICO: Mayday! Mayday! Mayday!
J. Alexander's: Medium-Rare Steak At An Overdone Valuation
Concordia: Guilty By Association?
Remaining A Skeptic On Transdigm
Post 4Q, Shares Of FMC Remain Compelling
Colfax: Rales Brothers On Sale
Knowles: Ugly Duckling Morphing Into A Lovely Swan
Axalta: Riding On The Coattails Of Buffett's Lieutenants
Platform Specialty Products: Preliminary 4Q 2015 Call Invalidates Bear Thesis, Guidance Likely Conservative
Moelis: Macro Uncertainty Conceals ~55% Upside