VISA Presentaion by Matt Griffith

VISA Presentaion by Matt Griffith - ValueXVail 2014

Visa has a sustainable competitive advantage due to the near impossibility of replicating its network. It would require significant backing and regulatory expertise for new entrants to compete with Visa.

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.