All ideas

The investor is short Ford, indicating a belief that the company may underperform compared to its peers.

The investor has been long Toyota for a number of years, suggesting a belief in its stability and growth compared to other automakers.

The investor has been long Honda for a number of years, indicating confidence in its performance relative to competitors.

At $20 per share, Avon common stock represents an opportunity to buy an $11 billion dollar iconic global beauty products company near its historical trough value. The company has strong market shares

Hankook Tire is expected to see a 9% increase in average selling price (ASP) across all regions, leading to gross profit margin expansions and significant bottom-line growth of 32% and 29% in 2012 and

We recommend buying the Hankook Tire share because we believe the market is underestimating the product price growth potential of Hankook led by improvement in brand value. Our target price is W71,000

Hewlett Packard is a strong cash flow generating, market-leading company that is being punished by the market for recent company announcements and multiple CEO changes. The sell off has been overdone,

Michael is considering Chicago Bridge & Iron due to its strong market position in LNG projects and the expected growth in natural gas consumption globally, particularly in China. The company's ability

Chicago Bridge & Iron is positioned to benefit from the increasing global demand for natural gas, particularly in Asia, where LNG projects are expected to surge. The company has a strong market share

Chicago Bridge & Iron is undervalued with a target price of ~$60, representing a potential upside of ~40%. The valuation is based on a sum-of-parts analysis and the company's expected share of global

BJ's Restaurants is overvalued given its current growth stage and the challenges it faces in expanding its restaurant count. The company is unlikely to reach its target of 300 locations due to limited

BJ's Restaurants, Inc. represents an attractive short investment due to its premium valuation at 47x LTM earnings while only forecasting 13% growth. The company's growth is dependent on a maturing bas

We own TARP Warrants in Hartford Insurance, having conducted extensive modeling to understand the risks and rewards associated with their annuity exposure.

ATMI's strategic relationship with Intermolecular and its ownership stake position it well to benefit from new semiconductor technologies, which are underappreciated by analysts.

ATMI has a solid annuity-like business model with significant cash reserves and growth potential in life sciences and semiconductor technology, making it an attractive investment at its current valuat

We bought Pacific Biosciences at a low market cap, believing in its long-term potential in the genomic sequencing space, despite its current cash burn and competitive risks.

As the largest shareholders, we are pushing MRV to return capital to shareholders and restructure the board, believing there is significant value to unlock in this net-net situation.

Teavana went public with a high valuation based on expected growth, but the company has shown unimpressive same store sales growth and declining productivity at new locations, indicating it is not a b

The investor shorted a basket of targeted regional banks with specific geographic and construction lending exposure, which contributed significantly to their gains during a strong year in 2007. This i

The investor has successfully shorted fraudulent Chinese companies listed in the U.S., which accounted for a significant portion of their short side profits. This strategy involved systematic screenin

SMG Indium is involved in stockpiling indium, a critical metal used in LCD, LED, and solar technologies. The company has been helped to go public, indicating confidence in its business model and growt

Cornerstone OnDemand is a talent management software company facing intense competition in a market that has become significantly more competitive. With a revenue run rate of approximately $80 million

Zell refers to acquiring New Corp, which had $250 million in NOLs, indicating his strategy of capitalizing on tax advantages that were not recognized by the market.

Zell discusses his acquisition of Itel, which allowed him to leverage its cash flow and depreciation-generating assets to support the growth of Anixter, demonstrating his strategy of using control to