All ideas

Andrew Rosenblum mentions FeverTree Drinks as a long position, indicating confidence in the company's growth potential.

Andrew Rosenblum discusses his long position in Wise, reflecting his investment philosophy and thought process.

David Poppe highlights his investment in Progressive, focusing on quality and management alignment as key factors in his decision.

David Poppe discusses his investment in Arista Networks, emphasizing the importance of aligning with great managers and the company's quality characteristics.

The investor has a reputation for short-selling and uncovering non-consensus long ideas, indicating a belief in Carvana's potential despite market skepticism.

On is currently undervalued at 15-16x EBITDA, while its growth rate is significantly higher than that of competitors like Nike. With expected valuation at 30-35x EBITDA due to its strong growth and fo

Spotify is founder-led with Dan Ek holding a 15% ownership stake, aligning his interests with those of investors. The company is expected to achieve over 20% revenue growth, and despite perceptions of

Elie Mishaan from Bryant Street Capital sold SPXC because its multiple exceeded their view of fair value, but he acknowledges that it has performed well since the sale, indicating a strong underlying

Rudi van Niekerk mentioned increasing exposure to LMB as part of a strategy to allocate capital to companies with strong value drivers, indicating confidence in its performance relative to other inves

Rudi van Niekerk from Desert Lion Capital believes in the long-term growth potential of VRT due to its strong management team led by Dave Cote, who is focused on improving operational efficiencies and

Vertiv has a leading market share in power distribution and thermal management products, with significant margin expansion opportunities under the guidance of experienced management. The company is we

Limbach is transitioning its revenue mix from low-margin general contracting to higher-margin owner direct relationships, which has already improved profitability. With a strong balance sheet and a st

Limbach Holdings caught our attention due to a management transition with the promotion of Mike McCann to CEO. The company, with a market cap of about $300M, fits our investment criteria in the SMID c

Installed Building Products is an installer of residential insulation with a compelling growth story driven by management's ability to roll up the industry. The company has shown resilience through te

WOSG has a strong partnership with Rolex, generating high returns on capital. The company should focus on expanding its Rolex business rather than diversifying into lower-return areas. Acquiring small

Seaport Entertainment Group is a spinoff from Howard Hughes, which has been weighed down by less desirable assets. The company is currently undervalued at $25 per share, especially with Pershing Squar

Watches of Switzerland is a leading retailer in the luxury watch market, particularly with Rolex, and has shown significant growth potential, especially in the US market where it has grown 30% annuall

TerraVest is a Canadian small cap business in the storage tank sector that has generated returns on capital of about 25%. With a third of the company owned by insiders and management demonstrating hig

We recommend a BUY for Blue Bird Corporation (NASDAQ: BLBD) with a base-case price target of $65, implying a 16.1% IRR through 2027. The company is positioned to benefit from structural tailwinds in t

Garrett mentioned Valvoline, Inc. as a stock he is considering, indicating a positive outlook on the company's performance.

Moody's operates in a duopoly with S&P, providing a highly sticky business model that offers significant ROI for clients through cost savings on bond issuance. This creates a strong incentive for comp

Taiwan Semiconductor has evolved from a good business to an incredible company over time, similar to Novo Nordisk. The company is a leader in semiconductor manufacturing, which positions it well for f

Novo Nordisk has disrupted the diabetes treatment market with its GLP-1 drugs, which have created a larger market opportunity despite impacting its own insulin business. The company has consistently g

SpaceX has a strong cash flow and balance sheet, with significant growth potential in both its launch and Starlink businesses. The company's ability to reduce launch costs and leverage its monopoly po