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Ingevity has a strong market position due to regulatory changes in both the US and China that favor its Tier 2 carbon products. The company has built a scale facility in China ahead of regulations, al

Ingevity has a strong secular growth story driven by regulatory changes that require increased gasoline vapor emission capture. The company is expected to double its profitability in the filter busine

Clearway is an independent power producer with significant renewable energy capacity. The stock dropped 40% due to a dividend cut related to a technical default from Pacific Gas's bankruptcy, but the

Recommendation to long EPAM Systems with a 3-yr target price of $430 (~24% IRR), driven by strong growth potential from robust industry tailwinds, an asset-light operating profile, and attractive valu

Evolution is the leading global provider of live gaming services, benefiting from a shift towards live gaming over computerized games. The company has shown substantial growth in earnings and market s

JET is a high-quality online food delivery business with strong network effects, recurring revenue, and pricing power. The company is expected to grow significantly due to low penetration rates in the

TransDigm is attractively priced at 11x normalized free cash flow, with expected intrinsic value growth of 20-30% per year driven by volumes, pricing, margin expansion, and capital allocation. Insider

TransDigm is a high-quality aerospace parts manufacturer that has seen its stock price decline significantly due to panic surrounding the coronavirus pandemic. The company derives over 75% of its EBIT

Verisk Analytics is positioned to benefit from stabilization in its energy segment, which has shown resilience during downturns due to its subscription-based model and high retention rates. The compan

Sysco is considered a strong investment due to its position as a leading distributor of food products and supplies to restaurants, healthcare, and educational facilities, benefiting from the recovery

Verisk has a dominant and sustainable economic moat leading to strong pricing power, operates in a large and growing total addressable market with potential to cross-sell, and its energy segment is ex

Sysco is positioned to survive and thrive post-COVID-19 due to its strong balance sheet and national contracts that help cover fixed costs. The company is expected to maintain its market share and ben

Sysco is positioned to benefit from a once-in-a-lifetime industry consolidation opportunity due to its strong balance sheet and capacity to withstand significant declines in revenue. The company is ex

EPAM is expected to outperform street estimates due to its strong pipeline and demand for services, which is currently outpacing supply. The company has a solid asset-light operating profile, high cas

Manas Bajaj ’21, Akshay Chawla ’21 and Amitaabh Sahai ’21 recommend buying EPAM Systems, reflecting their belief in the company's strong market position and growth potential.

Ruth Chen ’21, Yi Cheng ’21 and Mark Hu ’21 present their long thesis on Verisk Analytics, suggesting confidence in its future growth and stability.

Weng ’21 shares a long idea on Sysco Corporation, indicating a positive outlook on the company's performance.

We project a higher growth in the number of buyers for Etsy, estimating a low-twenties CAGR compared to the market's mid-teens CAGR. Our valuation suggests a target price of $86 based on a forward EV/

The transition from legacy transcription services to the cloud-based Dragon Medical One solution is expected to significantly enhance margins and revenue. The shift from a labor-intensive service mode

Peloton is an expensive add-on fitness product with a smaller total addressable market (TAM) than market expectations. The company's churn is artificially low due to legacy contracts, and it faces sig

Etsy's unique position as a leader in handmade e-commerce is underappreciated by the market. The company's commitment to its sellers and the introduction of Etsy Ads are expected to drive significant

The new CEO Mark Benjamin is experienced and incentivized to improve long-term stock performance. Recent business optimizations and growth opportunities, particularly in international markets and part

Nuance is a leading provider of speech recognition software with a strong market position and a defensible moat. Recent changes in the company, including a transition to SaaS, a new CEO, and business

The investment thesis for Rolls-Royce is based on the expectation of significant EBIT growth from £600m to over £2,000m, driven by improvements in the Civil Aftermarket division and a reduction in eng