Blucora by Adib Motiwala

Blucora by Adib Motiwala - ValueXVail 2014

Blucora is a company with three main business segments: TaxAct, Monoprice, and Infospace. Aquitania Capital Management’s analysis suggests that the market’s focus on short-term issues with Infospace has caused the stock price to be undervalued, overlooking the growth and profitability of TaxAct.

HEALTHSOUTH by Laughing Water Capital

HEALTHSOUTH by Laughing Water Capital - ValueXVail 2014

HealthSouth Corporation (HLS) operates in the post-acute care sector, specifically in inpatient rehabilitation facilities (IRFs). The company faces potential regulatory risks and reforms in the industry.

CIR by Robert Mori

CIR by Robert Mori - ValueXVail 2013

CIR aims to lower natural gas prices through contract renegotiations and cost-cutting measures, which could potentially lead to improved profitability.

Redwood Trust by Patrick Brennan

Redwood Trust by Patrick Brennan - ValueXVail 2013

Redwood Trust (RWT) is a mortgage REIT focused on the non-agency residential and commercial mortgage markets. The company uses a unique tax-advantaged structure, with its investment portfolio held in a REIT and mortgage banking activities in taxable subsidiaries.