Vistry Group Is Not A Business Facing Terminal Risk

NextNav: Negotiating From A Position Of Strength Should Fuel Considerable Additional Upside

Perrigo: A Consumer Health Company Close To An Inflection Point

Weatherford International: We See Significant Neglect And Undervaluation

Keysight Technologies:  Attractive Enough To Build A Substantial Position

Watches Of Switzerland: Decline Has Plateaued, Cyclical Recovery A Catalyst

Seaport Entertainment: Beginning Of An Entire Neighborhood Of Manhattan Appreciating In Value

V.F. Corp: Still Early Days, But Clear Signs That A Turnaround Is Afoot

Charles River Labs: Near A Fundamental Trough, Growth  Should Reignite Again

Jet2: Trading Cheap Despite Having Net Cash And Likely Low Double-Digit Growth For Years To Come

HireQuest: We Think The Picture Will Brighten Soon

Wedgewood Partners: Q4 And 2024 Top Performers And Detractors

Artificial Intelligence: Our Evolving Thoughts On Why AI

S&P Global:  A High-Quality, Remarkably Profitable, Near-Monopolistic Business

Automatic Bank Services: A Monopoly In The Israeli Credit Card Market

The St. Joe Company: Silly Mispricing Despite A Dramatic Growth In NAV

Valaris: A Cheap Stock With Strong Tailwinds

Leonardo S.P.A.: Showing Us A New Benchmark For Speed Of Execution

Alcohol: Making The Case For Champagne And Laurent Perrier

Alphyn Capital's Q4 2024 Top And Bottom Performers

Viel Et Cie: Undervalued Exposure To Liquidity Provision

CTT's Accelerating Business Model

Top 6 Businesses We Own: Q4 2024 Update

Northeast Bank: A Niche Growing Bank

WillScot Holdings: Many Ways To Win And Build On Its Business Model