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Charter Communications is a valuable asset as a content-agnostic provider of high-speed internet, which is hard to replicate. The company is expected to grow free cash flow per share at 30% for years.

Black Knight has a near monopolistic position in mortgage servicing software with strong pricing power and low churn. The company benefits from a regulatory environment that increases compliance costs

Yen Liow referred to Constellation Software as a durable compounder, indicating belief in its ability to generate consistent growth and value.

Yen Liow mentioned TransDigm as a durable compounder, reflecting confidence in its business model and growth trajectory in the aerospace sector.

Yen Liow highlighted GoDaddy as a durable compounder, suggesting it has strong growth potential in the domain registration and web hosting market.

Yen Liow mentioned Black Knight as one of his durable compounders, indicating confidence in its long-term growth and market position.

The team pitched a long position on Dean Foods' 6.50% Senior Unsecured debt, highlighting the potential for recovery and value in the distressed debt market.

The team recommended a long position in Dollarama with friendly activism, believing that the company has significant growth potential and can enhance shareholder value through strategic initiatives.

DG Capital Management owns Twin Rivers, which is merging with Dover Downs. Twin Rivers has shown incredible financial performance and operates leading casinos, making it an attractive investment as it

Contura Energy is the largest metallurgical coal company in the US, formed during the bankruptcy of Alpha Natural Resources. The shares trade at about 2.5x estimated EBITDA and 3.5-4x free cash flow,

Despite a recent hiccup in performance due to disappointing promotions and new competitors, Align Technology is well-positioned for long-term growth. The brand equity of Invisalign is likened to that

Starbucks is expected to continue growth from both the US and China, with a strong established position in China despite short-term headwinds. The strategy of opening more stores rather than optimizin

Adobe is a top holding due to its competitive advantage and strong opportunity for reinvestment at high incremental returns. The transition to a subscription model has made revenue more predictable an

Tencent is another high-growth company that is part of Polen's investment strategy. Its strong fundamentals justify its higher valuation, and it is expected to continue growing at a significant rate.

JD is a direct competitor to Alibaba but is heavily weighted towards a low-margin, capital-intensive business model. While JD has advantages in logistics, Alibaba's dominance and reinvestment strategi

Alibaba is a dominant player in the Chinese e-commerce market and is well-aligned with China's strategic direction towards a consumer-driven economy. The company has significant growth potential as Ch

Lions Gate is positioned to benefit from the streaming service market as a complement to larger services like Netflix and Hulu, with its Starz segment offering a low-cost option targeting underserved

Nordstrom is undervalued compared to its peers, trading at a six-turn valuation discount despite better performance and growth opportunities in the off-price segment through Nordstrom Rack. The compan

We are long Nordstrom with a price target of $94, representing 46% upside on 11/12/2018’s price of $64.30. Despite common perception, Nordstrom is not only a traditional department store, but it also

Lionsgate is positioned for significant growth due to its strong content library and the upcoming scarcity of content in the market. The company is expected to reach 7 million subscribers by 2021, dri

Lions Gate Entertainment is undervalued due to its strong content library and growth potential in streaming services. The company is well-positioned to capitalize on the shift towards digital consumpt

Dov Gertzulin includes Twin River Worldwide in his discussions, suggesting a belief in its potential for growth and recovery in the gaming industry.

Dov Gertzulin discusses Tropicana Entertainment as part of his investment strategy, indicating a focus on special situations in the gaming and hospitality sector.

Dov Gertzulin mentions Contura Energy as a position, reflecting his focus on middle market opportunities and potential for recovery in the energy sector.