All ideas

CDK Global is undervalued due to market misperceptions, and its strong position in the automotive retail technology space provides a solid foundation for growth. The company has a robust cash flow and

National Oilwell Varco has a very strong market position and about $12 billion of backlog and net cash on the balance sheet. Despite challenging short-term fundamentals due to the price of oil droppin

Heitmeyer considers Hermès a strong brand with pricing power and growth potential, making it a solid long-term investment.

Heitmeyer sees Bed Bath & Beyond as a turnaround opportunity, with significant asset value that is not reflected in its current stock price.

Rolf Heitmeyer believes that American Axle is undervalued due to its strong market position and potential for operational improvements.

We believe PCP is well positioned to continue to grow through M&A, driven by strong secular tailwinds in the commercial aerospace market. Despite concerns over slowing organic sales growth, we see lim

We recommend a long position in Precision Castparts (PCP) with a two-year target price of $300, representing ~50% upside. PCP is the market leader in an industry with meaningful barriers to entry and

We recommend investors buy Genuine Parts Company (GPC) with a two year price target of $127, representing a total return of 45%. The investment thesis is based on the strength of the automotive parts

Genuine Parts Company is mentioned as a long position, indicating a positive outlook on its performance.

HCA is significantly undervalued, trading at approximately 8.5x EBITDA compared to healthcare REITs that trade between 16x and 25x EBITDA. By spinning off its real estate into a PropCo, HCA shareholde

HCA is presented as an attractive investment opportunity due to its position as the largest hospital operator in the US, with a strong market presence that allows for favorable negotiations with insur

The investment thesis for Fiat Chrysler is based on its potential for significant earnings growth driven by a five-year plan that includes globalizing the Jeep brand, developing premium brands like Al

Fiat Chrysler is undervalued due to the market's misunderstanding of its brand portfolio, particularly the value of Ferrari, which could be worth significantly more than the current market cap. With a

The market misunderstands the potential for cost savings and synergies from migrating DSL subscribers to Altice's cable network, alongside significant operational expense cuts. The consolidation of th

Altice S.A. is positioned for significant upside due to its strong competitive advantages in the cable and telecom sectors across France and Portugal. With a target price of €180 representing nearly 8

Weight Watchers is a poor capital allocator, having issued $1.5 billion of debt to repurchase shares at $82 each, just as competition from free dieting apps began to rise. The stock now trades around

AIG is very cheap, trading at around $54 while its book value per share is $70. The company has the potential to be an above-average business due to its global scale, and it should at least trade at b

Hermès is trading at 35x 2015 consensus earnings estimates, which are projected to be an all-time high. Given the potential for a slowdown in the Chinese economy, which accounts for a significant port

Oracle is the leading provider of relational databases, with a very dominant, stable market share position. Despite concerns about the threat from the cloud, the company has such scale economies in R&

Our view is that it continues to trade at a double discount, in the sense that if you do a sum of the parts comparison with the public price, that's a discount. Additionally, a number of the businesse

We bought Bank of New York a few years ago because we believed it was under-earning in a few dimensions as a result of interest rates and operational expenses which had room for improvement. The compa

Progressive Waste Solutions is expected to generate $1 billion in free cash flow over the next three years, which is significant compared to its current market cap of $3.4 billion. The company has opp

Cardtronics is facing significant risks due to the potential loss or reduced economics of its largest contract with 7-Eleven, which represents a substantial portion of its revenues and EBITDA. The com

Cardtronics is facing a secular decline in ATM usage as society moves towards a cashless economy, which is negatively impacting their core business. Despite management's optimistic projections of grow