Presentations

The presentation is discussing Bollore, a company focused on logistics and freight forwarding, as well as its involvement in other businesses such as Vivendi, Havas, and Blue Solutions.

The document discusses Black Bear Value Partners, LP, investment philosophy, portfolio manager, and key attributes such as the preservation of capital, understandable ideas, high margin of safety, contrarian approach, concentrated portfolio, and industry/asset class agnosticism.

Johann Rupert, the Chairman of Richemont, shares his profound insights and wisdom on various aspects of the luxury goods industry. In his speeches, he highlights the importance of long-term thinking and cautions against short-termism, advising against buying back shares at high prices.

Harley Davidson is an iconic American motorcycle brand with over a century of history. At the presentation, Firebird Management outlined Harley Davidson’s quality attributes and valuation case.

LKQ Corporation is a leading player in the aftermarket and refurbished auto parts market in the United States, with a significant market share of 25%-30%. Established in 1998 and listed on the stock exchange in 2003, the company has recently been added to the S&P 500 index.

Small cells are small individual antennas that are strategically placed to enhance cell signals from macro towers. They are usually owned and operated by a single operator and operate on a single frequency band.

In a recent presentation by Jeffrey W. Ross, MD, Founder and CEO of Vailshire Capital Management, LLC, the effects of the Affordable Care Act (ACA) on the healthcare system were discussed, along with the challenges and potential solutions for the future.

Schwab is a financial firm that provides custody and brokerage services to various types of clients, including registered investment advisors (RIAs) and 401(k) plans. They have experienced double-digit growth in client assets over the past decade, with client assets now exceeding $1.1 trillion.

Lindblad Expeditions Holdings, Inc. (LIND) is a cruise company specializing in expedition travel. Its fleet consists of owned and chartered vessels, with a focus on providing unique and immersive travel experiences.

In a recent presentation at the ValueX conference, Aaron M. Edelheit from Mindset Capital highlighted the investment opportunity in single-family homes, specifically focusing on Silver Bay Realty Trust (NYSE: SBY).