All ideas

Active Network shares are viewed positively because of their innovative solutions in event management and the growing demand for such services.

Wabash National shares are considered a strong investment due to their market position and growth potential in the transportation and logistics sector.

The 9.75% senior guaranteed 2020 USD notes of Homex are expected to provide a strong return due to their guaranteed nature and the company's potential for recovery in the housing market.

Pacific Rubiales has a good record of developing reserves and is trading inexpensively relative to North American analogs. This makes it an attractive investment opportunity in the region, especially

We are invested in the regional affiliates of Crédit Agricole, which are decent regional banks with low non-performing assets and solid loan loss reserves. They have a reasonable ROE and efficiency ra

We have a sizable position in Goldman Sachs, which is the most productive investment banking organization in terms of revenues per head. The company has a strong internal culture and a deep bench of t

We have a sizable position in the Class B shares of Greif, Inc., a packaging manufacturer. The Class B shares are trading at about ten times earnings and pay a solid dividend, while the company is div

The Bolloré Group is our largest position due to its statistical cheapness and the complex situation it presents, along with the talents of Vincent Bolloré as a capital allocator.

Yum! Brands is well-positioned in the fast-food industry with strong brand recognition and a diverse portfolio of restaurant chains. The company's focus on digital innovation and delivery services is

The investor believes that Dollar Tree has strong growth potential due to its expansion strategies and operational improvements. They see the company benefiting from increased store openings and enhan

Advance Auto Parts is mentioned as a long position, indicating a positive outlook on the company's performance and potential for growth.

Hertz is expected to maximize shareholder value by leveraging HERC, using proceeds to pay down corporate debt, and spinning off HERC in a tax-efficient manner. This strategy is projected to lead to EP

Hertz is positioned to benefit from the ongoing recovery in travel demand as economies reopen. The company has made significant strides in restructuring its operations and improving its fleet manageme

BYD is a learning machine that has rapidly improved its car quality despite entering the industry only recently. The company has shown impressive growth, with significant revenue and a large workforce

I like the company because I see an increasing set of fees and assets on which they can generate returns. The stock has done very well over the past six months, and if we have a really good housing ma

Modine is a manufacturer of automotive radiators and heat exchange equipment with a strong market position. The investor started buying shares at around $8, seeing potential for earnings to reach $1.5

Texas Industries is a cement producer that was considered risky but has potential for recovery in the housing and road-building cycles. The investor sees a likelihood of a double in three years based

G&K Services, which specializes in uniform rentals, is attractive based on its price-to-earnings, price-to-cash flow, and price-to-book value ratios, which are favorable relative to the market and its

Cliffs Natural Resources was down due to declining sales and earnings, with concerns about the domestic steel industry. However, the company has significant reserves in Northern Minnesota, which could

The investor holds a small long position in Pacific Rubiales, a Colombian oil company, due to the improving political climate in Colombia and the country's rich oil resources. They believe the company

The investor is long on UPS due to its strong free cash flow yield of 6% to 7% and the difficulty of replicating its extensive and profitable delivery network. They see UPS as a beneficiary of the tre

The investor is bearish on Amazon, questioning its long-term business model as it faces increasing competition and a shift towards digital media. They highlight Amazon's high depreciation rates and si

An investment in Yum! Brands represents an attractive opportunity for an activist investor, with potential upside of 50-70% in two years. The proposed spinoff could unlock significant value, despite p

Yum! Brands is undervalued due to its suboptimal operating structure. A spinoff of its domestic operations from its high-growth international business would allow investors to better define their risk