$RCII is a buy right here right now

Rent-A-Center (RCII) operates in the rent-to-own retail space. The shares have been obliterated as the company has made a multitude of mistakes in previous years including quite significant inventory missteps and a botched point of sales system integration – herein lies the opportunity.  There is a huge catalyst staring you right in the face and the […]

Top Buys – 04/03/2018

Yatra ($6.45) –Trades at 1x revenue, worth at least 2x revenue. Down bc of forced selling. See research here – https://investpba.wordpress.com/2018/03/29/make-the-market-your-servant-not-your-master/ Antero resources ($19) –Asset backed downside protection, top of class resources and management – ongoing strategic alts – complicated ownership structure – Klarman’s top five position. Some hidden value in hedge book and midstream […]

Make the Market Your Servant, not Your Master 

There have been a few solid research pieces on Yatra (YTRA), including Dane Capital’s article, Scott Miller’s presentation, InvestPBA’s thorough analysis, as well as my good buddy Garrett Larson’s article.  This is an update on what has, and has not, changed over the past several months and what the outlook is going forward for the stock. This chart looks hideous, like that of a broken SPAC which are […]

Investing Thoughts, & CBK is Easy Money

I pride myself on original, deep research and really digging in to the filings, financials, industry, management, in an effort to understand the business as best as humanly possible, and then come to an approximation on what the business is and could be worth. More recently, I have been seeking other smart and successful manager’s […]