All ideas

We recently bought shares in Baidu, often referred to as the Chinese Google, as part of our strategy to invest in undervalued technology companies with growth potential.

We bought shares in Cisco around 2011-2012 when it was trading at roughly 10x earnings with over $40 billion in cash on its balance sheet. Despite slower growth, we believed we were getting significan

We bought Google in 2012 at a very attractive valuation of around 9-10x forward EV to EBITDA and 12-13x forward earnings. It was compounding its value at over 20%, and we believe it continues to compo

Qorvo Inc. represents an attractive investment opportunity in the semiconductor sector due to its unique position in RF technologies and operational tailwinds that should drive increased profitability

Qorvo is a semiconductor company that is well-positioned to benefit from the growing demand for 5G technology and IoT applications. The company's strong product portfolio and market leadership in RF s

Steve Tusa has maintained a bearish stance on GE, citing fundamental issues within the company and its management practices that have led to significant stock declines.

Scott Miller believes Stellantis has a strong future due to its diversified portfolio of brands and focus on electric vehicles, positioning it well for industry shifts.

Scott Miller is optimistic about Schein Vineyards due to its potential for growth in the premium wine market, leveraging quality and brand recognition.

Scott Miller sees value in TripAdvisor as it continues to be a leading platform for travel-related content and bookings, despite challenges in the travel industry.

Scott Miller believes in the long-term potential of Etsy due to its unique marketplace for handmade and vintage items, which differentiates it from other e-commerce platforms.

Brad Headley, Ryan Darrohn, and John White are shorting C.H. Robinson due to concerns about its business model and market position, which they believe may not sustain its current valuation.

Digicel is poised for significant growth following a heavy investment cycle that has expanded its product offerings into cable and business services, alongside improvements in wireless services. With

Non-bank lenders, including Credit Acceptance, are facing significant challenges as delinquencies approach 2009 highs despite low unemployment. The decline in used car prices and the erosion of compet

We recommend a short on Stericycle (SRCL) with a price target of $38, presenting nearly 40% downside from today’s price of $61. We believe that unprecedented competition, a high fixed-cost structure,

Deere is undergoing significant internal changes that the market has not fully appreciated, including a modernization of its manufacturing process and a shift in sales compensation to focus on profita

The DLLTD 8.25% Senior Unsecured Notes due 2020 are recommended for their attractive total return opportunity, driven by growth in wireless data and business solutions, improvements in cost base and f

The thesis is based on the belief that Harvey Norman is overstating earnings and accumulating bad debt, particularly as franchise revenues and cash receipts have diverged significantly. The upcoming A

Harvey Norman is a fragile business at the peak of an economic cycle, facing structural challenges from competition and a lack of transparency from management. The sustainability of franchisee revenue

C.H. Robinson is facing significant challenges from online travel platforms that are reducing demand for its services. The company's valuation is expected to compress as it misses consensus estimates,

Spotify's business model has negative economics due to high variable costs associated with paying record labels for each new user. The company is expected to fail to meet market expectations following

Spotify is a good product but a bad business due to its high payout to record labels and increasing competition from major tech players. The company pays out 52% of its revenue to the Big Three record

Credit Acceptance is facing declining loan-level returns and increasing provisions for credit losses, which will negatively impact its earnings. The company is under-provisioned compared to peers, and

Credit Acceptance Corporation is recommended as a short due to projected EPS decline driven by flat growth in new loan originations, a declining yield, and increased provisions for credit losses. With

Stericycle is overvalued due to declining EBITDA, margin erosion from shrinking end markets, and value-destructive acquisitions that have strained its balance sheet. The company faces significant risk