Stanislav Ermilov
Contributor since: 2014
Articles
New Relic: Over 50% Discount To The Recently Acquired Peer
Top IdeaApr. 21, 2017 NEWR11 Comments
Box, Inc.: SaaS With Misunderstood Business Model
Editors' PickJan. 4, 2017 BOX6 Comments
IHS Markit: How To Make Money From Data
Top IdeaDec. 10, 2016 INFO5 Comments
Green Brick: Good Momentum And Recap Supported By Greenlight And Third Point
Aug. 11, 2015 GRBK1 Comment
Amaya Inc: High-Growth Online Poker Monopoly
Top IdeaJul. 29, 2015 TSG7 Comments
LSB Industries: Starboard's Pressure And Industry Tailwinds To Drive Stock Higher
Top IdeaJul. 1, 2015 LXU
U.S. Silica Holdings: Severe Overcapacity To Cripple The Frac Sand Market
Top IdeaMay 30, 2015 SLCA41 Comments
Trinseo: Benefiting From Cheaper Oil And Refinancing Plus Restructuring
May 12, 2015 TSE9 Comments
Ashford Inc Update: Asset Base Growth Intact But Earnings May Be Artificially Depressed
Apr. 1, 2015 AINC
Update On Nortek: Boring But Well-Performing And Well-Managed Business
Mar. 31, 2015 NTK
Williams Companies: Playing The Gas Infrastructure Super-Cycle
Top IdeaMar. 27, 2015 WMB26 Comments
Green Brick: Top Opportunity To Profit From The Complicated And Under-Followed Structure
Top IdeaMar. 3, 2015 GRBK5 Comments
Should Campus Crest Be Heading For A Proxy Contest?
Editors' PickFeb. 24, 2015 CCG7 Comments
Rayonier Advanced Materials Is A Lucrative Investment Opportunity In The Making
Feb. 2, 2015 RYAM18 Comments
SeaWorld: Killer Whale Documentary And Management Errors Create Superb Entry Point
Jan. 29, 2015 SEAS29 Comments
InterXion: The Trend Is Your Friend For Profiting From Growth In Cloud
Jan. 27, 2015 INXN
Can Petrobras Be Saved?
Jan. 21, 2015 PBR54 Comments
Pending Class-Action Lawsuit Creates A Short Case For Eagle Materials
Top IdeaJan. 13, 2015 EXP5 Comments
Value Trap, Or Why The Prospects For Dorian LPG May Be Bleak
Top IdeaJan. 7, 2015 LPG13 Comments
Sequential Brands: Aggressive And High Quality Acquisition Platform
Dec. 31, 2014 SQBG
Management Overhaul = Long-Needed Transformation At Campus Crest, 50% Upside For Shareholders
Top IdeaDec. 31, 2014 CCG25 Comments
Axalta Coating Systems: Among The Top Plays To Profit From Lower Oil Price
Editors' PickDec. 30, 2014 AXTA2 Comments
American Capital: Acquire Emerging Alternative Asset Manager At Large Discount
Editors' PickDec. 30, 2014 ACAS13 Comments
Ferro Has The Balance Sheet To Rapidly March Forward
Editors' PickDec. 30, 2014 FOE3 Comments
Civeo: Activist Involvement And Upcoming Dividend Increase To Close Excessive Discount
Dec. 27, 2014 CVEO15 Comments
Collapsing Oil Price Leads To Excessive Sell-Off In Prosafe SE
Dec. 25, 2014 PRSEY6 Comments
Trinseo S.A.: Event-Driven Play With Catalysts To Close The Heavy Discount
Top IdeaDec. 24, 2014 TSE8 Comments
Fortress Investment Group: How Much Are Company's Shares Worth?
Dec. 23, 2014 FIG5 Comments
Ashford Inc.: Should You Join Insiders In Their Aggressive Share Capture Of The Spin-Off?
Top IdeaNov. 19, 2014 AINC29 Comments
GrafTech: Cost Optimization, Hidden Asset, And Panic Selling Offer Outstanding Upside For Contrarian Investors After 60% Sell-Off
Top IdeaOct. 17, 2014 BAM28 Comments
Nortek: Undervaluation, Top-Class Management And Acquisitions Create A Mixture For Great Investment
Top IdeaOct. 7, 2014 NTK2 Comments
Johnston Press: Getting Ripe For Reversal Following Successful Restructuring
Sep. 20, 2014 JHPSY