All ideas

Sunrun is destroying capital and has made horrific financial decisions. If interest rates return to zero, the stock may temporarily rise, but the underlying business fundamentals remain weak.

Adam Patinkin considers Lifecore Biomedical a strong investment due to its unique product offerings and growth potential in the biotech space.

Adam Patinkin sees eDreams ODIGEO as a promising investment due to its innovative approach in the online travel sector and potential for recovery post-pandemic.

Adam Patinkin is bullish on Vistry due to its strong fundamentals and potential for growth in the housing market.

Adam Patinkin has a short position in Brown-Forman, believing that the company's valuation does not reflect the challenges it faces in the current market environment.

Jennifer Oppold considers Trex a valuable investment due to its leadership in the composite decking market and strong demand for sustainable building materials.

HEICO Corporation is part of Jennifer Oppold's portfolio because of its robust business model and growth prospects in the aerospace and electronics sectors.

Jennifer Oppold holds a position in Interpublic Group due to its strong fundamentals and potential for growth in the advertising sector.

Enstar Group Ltd is a strong investment due to its solid financial profile and ability to generate cash, which positions it well to weather market turbulence and capitalize on opportunities when compe

dy Waters has a short position in Blackstone Mortgage Trust, suggesting concerns about its performance and market conditions.

dy Waters has a short position in Fairfax, indicating a belief that the stock is overvalued or facing significant challenges ahead.

Noah Snyder sees Kelly Partners Group as a compelling investment due to its solid business model and the increasing demand for its services in the market.

Noah Snyder believes Vitec Software Group has strong growth potential due to its innovative software solutions and expanding market presence.

Copart has a strong network effect and scale advantage in the auto salvage industry, making it difficult for competitors to break into the market. The company is expected to continue reinvesting its f

IAA was previously undervalued within its parent company, KAR, and has the potential to close the performance gap with Copart. However, despite management's claims of improvement, the company has stru

Apple is mentioned as a company that has exceeded initial estimates, indicating strong performance and potential for further upside, which aligns with the firm's investment philosophy of holding onto

Old Dominion Freight Line is mentioned as a company that has shown significant upside potential, indicating that the firm believes in its continued growth and ability to exceed initial estimates.

TransDigm is significantly invested in by the firm and exemplifies a successful strategy of focusing on high-value, differentiated products in the industrial sector. Their strong pricing power and cus

AMETEK operates in niche industrial markets with critical components that have limited competition. Their disciplined acquisition strategy and efficient operations allow them to maintain strong pricin

IWG operates flexible hybrid office spaces globally and is transitioning to a management fee model that will significantly enhance its business quality. With a low double-digit free cash flow multiple

dentalcorp is the largest dental service organization in Canada, benefiting from industry consolidation and consistent growth driven by a captive customer base. Despite recent challenges, including hi

Vertiv is expected to outperform the market with a projected revenue growth of 12% CAGR over the next three years, driven by increasing investments in data centers and strategic acquisitions. The comp

PayPal is positioned for growth due to its scalable business model and recent management changes that support valuation. The new CEO, Alex Chriss, aims to make PayPal leaner and more cost-efficient, w

Lithia Motors is positioned for significant growth due to its aggressive and disciplined acquisition strategy, which has allowed it to maintain a strong market presence and expand its operations. The