O-I GLASS (OI) - ValueXVail 2023

The document discusses various aspects of Silver Ring Value Partners Limited Partnership investment process, including valuation techniques, sanity checks, catalysts, sensitivity analysis, risks, and a behavioral checklist.

HCA Healthcare (HCA)

HCA Healthcare (HCA) - ValueXVail 2022

In a recent presentation by Bireme Capital, the focus was on exploiting investor biases to identify high-conviction investments in undervalued US equities.

Fairfax India (FIH.U and FFXDF)

Fairfax India (FIH.U and FFXDF) - ValueXVail 2022

The thesis presented by Doordarshi Advisors highlights the investment opportunities in Indian equities with the objective of seeking superior long-term capital appreciation.

Green Brick Partners (GRBK)

Green Brick Partners (GRBK) - ValueXVail 2022

Based on the provided information, it seems that Green Brick Partners (ticker: GRBK) is a homebuilding and land development company. It acquires and develops land, which it then allocates to various builder subsidiaries.

LM Ericsson (ERIC)

LM Ericsson (ERIC) - ValueXVail 2021

The text provided appears to be a commentary or presentation on investment opportunities and strategies from Aquitania Capital Management.

Houghton Mifflin Harcourt (HMHC)

Houghton Mifflin Harcourt (HMHC) - ValueXVail 2021

Based on the provided information from the valuation case study on auto supplier multiples, it appears that HMHC (Houghton Mifflin Harcourt) is trading at a significant discount compared to other companies like Borg Warner (BWA) and Tenneco (TEN).