Sign up for our Free Membership

Get access to our weekly memos, Podcast and more.

Become a Member

Become a member and join us as we seek to compound both our capital and wisdom together

Join Now

Already a member? Log in

Tailored Brands (TLRD): Operating at the Focal-Point of the Retail Apocalypse and the Hedge Fund Armageddon, TLRD is a Stable Company With a P/E of 3

by JONATHAN DANIELSON Tailored Brands is the company behind the brand names Men’s Wearhouse (MW) and Jos. A Bank (JOSB)....

Read More

Geoff Gannon | June 23, 2019 | Stock Ideas | 2 Comments
NACCO (NC): A Contract Coal Miner with Stable Inflation Linked Profit Per Ton, a P/E of 10, a Strong Moat, and No Leverage

by STEPHEN GAMBLE Overview NACCO is primarily a services company, in the guise of a coal mining company, deriving all of...

Read More

Geoff Gannon | June 17, 2019 | Free Articles | 4 Comments
Highly Cash Generative Aquarium Operator

By: Miguel NetoTicker: S85Straco Corporation Limited, quoted on the Singapore Exchange (SGX)BackgroundStraco Corporation develops and acquires assets in touristic...

Read More

miguelneto | June 11, 2019 | Idea Exchange | 0 Comments
ServiceMaster (SERV): Terminix is a Wide Moat Serial Acquirer of Pest Control Companies That’s Well Worth Adding to Your Watchlist

by JONATHAN DANIELSON ServiceMaster spun-off their home warranty segment, principally the American Home Shield brand, under the new corporate guise...

Read More

Geoff Gannon | June 10, 2019 | Premium Articles-01,Stock Ideas | 0 Comments
Games Workshop (GAW): The Wide Moat, Formerly Mismanaged Company Behind “Warhammer 40,000” Has Always Had Great IP And Now Finally Has the Right Strategy

WRITE-UP BY PHILIP HUTCHINSON Overview Games Workshop Group plc (“GAW” or “GW”) - which trades in London under the ticker "GAW"...

Read More

Geoff Gannon | June 4, 2019 | Premium Articles-01,Stock Ideas | 0 Comments
“Farmer Mac” A.K.A. Federal Agricultural Mortgage Corporation (AGM): The Freddie Mac of Farms and Ranches Has a P/E Below 9 and an ROE Above Most Banks

This is one of my “initial interest posts”. But, in this case it’s going to be more of an...

Read More

Geoff Gannon | May 27, 2019 | Premium Articles-01 | 7 Comments

Home Page

Sign up for our Free Membership

Become a Member

Tailored Brands (TLRD): Operating at the Focal-Point of the Retail Apocalypse and the Hedge Fund Armageddon, TLRD is a Stable Company With a P/E of 3

NACCO (NC): A Contract Coal Miner with Stable Inflation Linked Profit Per Ton, a P/E of 10, a Strong Moat, and No Leverage

Highly Cash Generative Aquarium Operator

ServiceMaster (SERV): Terminix is a Wide Moat Serial Acquirer of Pest Control Companies That’s Well Worth Adding to Your Watchlist

Games Workshop (GAW): The Wide Moat, Formerly Mismanaged Company Behind “Warhammer 40,000” Has Always Had Great IP And Now Finally Has the Right Strategy

“Farmer Mac” A.K.A. Federal Agricultural Mortgage Corporation (AGM): The Freddie Mac of Farms and Ranches Has a P/E Below 9 and an ROE Above Most Banks

Invest With Us