SA PRO Interviews
Contributor since: 2017
Articles
Exile Of The Mainstream's Monthly Interview Series With Ian Bezek: June 2020
Own The Empire State Building At A Discount Through Empire State Realty Trust - Behind The Idea
Why Ryman Hospitality Could Be A Double - Behind The Idea
SA Interview: Investing In Compounders With Thomas Lott
South Plains: Coronavirus And Permian Oil Bust Could Cripple This Texas Bank - Behind The Idea
CBRE: A Strong Brand Well Positioned To Benefit From Structural Tailwinds Over Time - Behind The Idea
Darling Ingredients Undervalued With Its Diamond Green Diesel JV Valued At Zero - Behind The Idea
ObsEva Has A Promising Candidate For An Unmet Need - Behind The Idea
Northrim: Buy This Alaskan Bank At A Steep Discount - Behind The Idea
Pure Cycle: Dramatically Undervalued Water Rights And Growing Business - Behind The Idea
Grupo Televisa Is An Under The Radar SOTP Play - Behind The Idea
West Fraser Timber: Looking For Value In Times Of Crisis - Behind The Idea
REX American Resources: This Deeply Undervalued Company Offers Long Investors A Return Of 40% Or More By 2021 - Behind The Idea
Vericel Corporation: A Must-Have Biotech Post-COVID-19 Sell-Off - Behind The Idea
SA Interview: Running A Best Ideas Fund With Prati Management
AerCap At 0.24x BV Is A Generational Buy - Behind The Idea
Avantor: Punished Enough - Time To Buy A Misunderstood Healthcare Name - Behind The Idea
American Superconductor Corporation: A Great Short-Term And Long-Term Opportunity - Behind The Idea
MiX Telematics: Highly Profitable Global Player In A Fast Growing Tech Industry On Sale For 7x EBITDA - Behind The Idea
Dell Technologies: Why The Market Is Not Buying A SOTP Argument - A Different Route To 100% Upside - Behind The Idea
Hudson Looks Like A Buy After Coronavirus-Driven Sell-Off - Behind The Idea
SA Interview: Microcap Investing With Nicholas Bodnar
Fennec Pharmaceuticals: Market Fatigue Due To A Lack Of Catalysts Has Created A Mispricing - Behind The Idea
Canada Goose May Be The Next Lululemon - Behind The Idea
Behind The Idea: Alliance Data Systems - This Near-Compounder Appears 50-75% Undervalued
Behind The Idea: Ingredion - The Secret Ingredient For Performance
Behind The Idea - Varta AG: Strong Sell As Monopoly Story Shattered By Competition In Premium TWS Devices
Behind The Idea: KKR - Double-Digit Growth And Huge Underearning Suggest At Least A Double In 5 Years
Behind The Idea: Cadiz - Structurally Unprofitable, Burdened With Senior Secured Debt, And Tied Up In Legislative Roadblocks
Behind The Idea: First Majestic Silver - Reality About To Bite
SA Interview: Distressed Investing With Mark Taub
Behind The Idea: Era Group - A Fortress Balance Sheet, Superb Management, And Strong, Growing FCF With 100%+ Upside