all202320222021201920182017201620152014201320122011 2023: Creativity in Short Selling 2023: Filter Feeders & Destructive Mental Models 2023: Inside Arbitrage 2023: Molina Healthcare (MOH) 2023: O-I GLASS (OI) 2022: HCA Healthcare (HCA) 2022: Phillip Morris International (PM) 2022: Darling Ingredients (DAR) 2022: Fairfax India (FIH.U and FFXDF) 2022: Green Brick Partners (GRBK) 2021: LM Ericsson (ERIC) 2021: Houghton Mifflin Harcourt (HMHC) 2021: Thoughts on Investment Hygiene for VALUEx Vail 2021: Where Creative Ideas & Investors Collide 2021: Credit Markets Today 2021: Foot Locker Inc. (FL) 2021: Foreclosure Auction RE Investing 2021: Jiumaojiu Group 2021: Nielsen Holdings (NLSN) 2021: Qualcomm (QCOM) 2019: Spotify Technology SA (SPOT) 2019: TOBII AB 2019: YumChina 2019: Peak Car 2019: Target Hospitality (TH) 2019: Synchrony Financial (SYF) 2019: Risks & Opportunities in the Battery Supply Chain 2019: Grubhub 2019: BSTC 2019: Airlines: Valuation Suffering from Shiny Object Syndrome 2019: Hill International 2018: Hanes Brands 2018: Radisson Hotel Group (RADH) 2018: Micron 2018: Trinity Place Holdings (TPHS) 2018: Flywheel Models 2018: ETF 2018: Starbucks 2018: Kinder Morgan 2018: Rimini Street 2018: Walt Disney Co (DIS) 2017: Retail: Finding Jean Baptiste de Marbot 2017: TripAdvisor 2017: Laughing Water Capital 2017: Reinvestment Moats 2017: Let`s get creative! 2017: Nelnet 2017: Mori – Becle S.A. (Cuervo) 2017: Finding Value Off The Beaten Path 2017: Ferris – Mania Immersion Therapy 2017: Livadas – Upslope Capital Management: Investment Strategy 2017: LINDBLAD Expeditions (LIND and LINDW) 2017: Jordan Capital AM 2017: CommerceHub (CHUBA and CHUBK) 2017: Bollore SA – Evan Tindell 2017: Black Bear 2016: Rishi Gosalia presentation 2016: Firebird Value Fund presentation 2016: Carnegie Investment Counsel presentation 2016: Boingo Wireless Presentation 2016: Vailshire Capital Management Presentation 2016: 5280 Capital Presentation 2016: Carro-Kan Capital Presentation 2016: Mindset Capital Presentation 2016: Burr Capital Presentation 2016: Yazvinski JCP Keytronic Presentation 2016: ITI Presentation 2016: Gensler Presentation 2015: Porter 2015 ValueX Presentation Final 2015: ValueXpresentation2015_AE_v3 2015: ENOC – ValueX Vail 2015: Greenhaven Road ValueX Halogen Software FINAL 2015: Broyhill – Moats, Whales, Sharks & Remoras 2015: CHEF valuex vail 2015 public 2015: Group 1 Automotive ValuexVail (6.24.15) 2015: LBRDK Presentation June 2015_Final_1 2015: RR LN Mind the Gap (ValueX Vail) 2015: Maran VALUExVail 2015 Presentation 2015: VAIL X Value Presentation HGG 2015: Quantitative Float Analysis 2015: VALUEx BRS Final 2011: The Prince Henry Navigator I, II, and III by Prince Henry Group 2011: Social Networking by Sizhao Yang 2011: Shale Gas – A permanent leftward shift of the supply curve? by Brian Boss 2011: Value Trap: For-Profit Education by James Chanos 2011: Doral Financial Corp (DRL:NYSE) by Skip Olinger 2011: DRL 10-Q by Doral Financial Corp 2011: Bottom fishing in cyclicals by Dante Albertini 2011: Hidden In Plain View by Barry Pasikov 2011: B. Riley & Co. Presentation by Greg Garrabrants 2011: Short Selling In an Era of Socialized Credit Losses by Dan Amoss 2011: Greenlea Lane Capital by Josh Tarasoff 2014: VISA Presentaion by Matt Griffith 2014: NVIDIA Presentation by Crescat 2014: Close End Funds – A Unique Opportunity by Essential Investments Partners 2014: Blucora by Adib Motiwala 2014: Forest Oil (FST) by Christopher Karlin 2014: HEALTHSOUTH by Laughing Water Capital 2014: Black Diamond Equipment by Van Wombwell 2014: QR Energy Value Play or Value Trap? by Thomas A “Tomas” Stone 2014: Lancashire Holdings Limited by Greg Porter 2013: CIR by Robert Mori 2013: Redwood Trust by Patrick Brennan 2013: World Wrestling Entertainment by MS 2013: SEC Filing and Three-Card Monte by Michelle Leder 2013: Investment Idea: Acacia Research Corp (ACTG) by Luis Ahumada 2013: Crescat Capital by Kevin Smith 2013: Spin Off Research by Joe Cornell 2013: ACATIS – A short update on Europe + 3 stock recommendations by Hendrik Leber 2013: Pennypack Capital by Guowei Zhang 2013: Engility Corp by Evan Tindell 2013: A Search for Advantaged Value Investments by Ethan Berg 2013: Value Investing with Options by Erik Kobayashi Solomon 2013: An impending discount to liquid NAV + big upside potential by Dan Ferris 2013: Chimera Investment Corp. (CIM) 2013: Things to consider before shorting Canadian banks by Brian Bosse 2013: The American Home by Aaron Edilheit 2012: Value Investing From the Top-Down by JJ Abodeely 2012: Valuation takes Imagination by Barry Pasikov 2012: Hiding in Plain Site: Diving Deeply into SEC filings by Michelle Leder 2012: The Liberty Family’s Forgotten Child by Patrick Brennan 2012: Pacific Sunwear of California Fallen Angel by Shane Calhoun 2012: Bank of America by Kai Shih 2012: Greenlea Lane Capital – Private Investment Partnership by Josh Tarasoff 2012: Reminiscences of a Stock Operator by Jon Markman 2012: Breaking Up is Good To Do by Joe Cornell 2012: Your Personal Portfolio Manager by James Cornehlsen 2012: A Search for Global Values by James Chanos 2012: Acatis by Hendrik Leber 2012: Exporting North American Natural Gas by Greg Merrill 2012: Sell Short Con-Way (CNW) by Dan Amross 2012: One man vs the World: Workflow Management for Investors by Alex Rubalcava 2012: Staples (SPLS) by Adrian Mak
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