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The short thesis for Cardtronics is based on declining cash usage, limited growth opportunities, and the loss of its largest customer, which will increase competition. The company is trading near its

Assurant is a niche insurer that has shown resilience and adaptability in its business model. With a new CEO from outside the industry, the company is focusing on profitable niches and has a history o

Fidelity National Financial operates in a consolidated industry providing necessary title insurance services. The company's CEO, Bill Foley, has a strong track record of creating value through strateg

Michelin has strong pricing power in the tire market, particularly for high-end vehicles. Despite concerns about the cyclical nature of the auto industry, tires are a consumable product that need to b

China Mobile is a dominant wireless carrier in China with over 750 million subscribers and a 66% market share. The company is expected to benefit from the increasing data usage as consumers migrate to

Adient is the largest manufacturer of auto seating and is viewed as a misunderstood business with significant competitive barriers. The company is expected to benefit from the shift towards autonomous

Facebook looks incredibly cheap when considering its long-term potential for revenue and earnings growth, particularly as it garners a significant share of advertising dollars relative to time spent o

Sony is exploring opportunities in virtual reality (VR), which is still in its early stages but has potential applications in gaming and consumer electronics. The company is well-positioned to leverag

Analog Devices is a unique semiconductor company with strong cash flow, high gross margins, and low capital expenditures. The company has a diverse customer base and operates in a market with high bar

UHAL is undervalued at 6.7x forward EV/EBITDA and 12.5x forward P/E, especially given its strong return metrics of 11% ROIC and 21% ROE. The company is expected to experience significant margin expans

The firm has been invested in Big 5 Sporting Goods for eight or nine years, with a partner on the board since 2011. The company has shown significant growth from around $7.50 to close to $17 per share

Insperity is a professional employment organization that has been underperforming due to governance issues and management compensation not being tied to performance. The firm believes that the busines

Facebook fits the investment framework of a 'compounder' due to its strong network effects on both the supply (users) and demand (advertisers) sides. With a total addressable market for advertising ex

AMERCO is poised for continued revenue growth driven by demographic shifts towards renting versus home ownership, with a strong market share in the self-move rental market. The company has aggressivel

Skyworks Solutions has excellent operational economics with best-in-class revenue growth and profitability, driven by their unique ability to package RF components in smartphones. The company has a lo

Skyworks Solutions is undervalued due to market overreactions to a slowdown in Apple smartphone sales, which has led to a significant drop in stock price. The company has a strong revenue growth poten

Live Nation is positioned to benefit from the growing trend of millennials spending on live experiences, which has led to increased revenue from ticket sales. The company has unique working capital dy

AMERCO, the parent company of U-Haul, is a compelling investment due to its strong brand recognition and consistent demand for its rental services. The company's focus on expanding its fleet and impro

Skyworks Solutions is well-positioned to benefit from the increasing demand for wireless communication technologies, particularly in the smartphone and IoT markets. The company's strong product portfo

Live Nation Entertainment is poised for growth due to its strong position in the live events industry and the increasing demand for live entertainment post-pandemic. The company has a robust pipeline

Analog Devices is a semiconductor company that is at reduced cyclical risk and is not commoditized, making it a strong investment opportunity.

Alcoa is set to spin off its value-added business, Arconic, which has significant margin expansion potential. The Engineered Products & Solutions division within Arconic is currently operating at EBIT

The c-store consolidation story resembles that of drugstores in the 90s, where chains began to dominate over smaller stores. Alimentation Couche-Tard currently has a market share similar to CVS in 199

Amaya is another short candidate for Marc Cohodes, who points out its high leverage and questionable management practices. He suggests that the company's capital structure is problematic and that it i