HERC Holdings Non-Economic Selling And Temporary Oversupply Sets Up 80% Upside from Lester Goh

Benchmark Electronics Disguised Transformation Sets Up ~100% Upside Opportunity from Lester Goh

Shifting Mix At Nexeo Solutions Drives ~70% Upside from Lester Goh

MarineMax A Rising Tide Does Not Lift All Boats from Lester Goh

Communications Systems Unloved Restructuring Story Portends To 70% Upside from Lester Goh

Short Dycom Perennially NPV Negative, 60% Downside To Fair Value from Lester Goh

Allied Motion Changing Mix And Refinancing Opportunity Set Up 60% Return Potential from Lester Goh

Dean Foods Imminent Margin Contraction Spawns Asymmetric Short Opportunity from Lester Goh

Nexon Structural Dislocations And Wildly Optimistic Extrapolations Sets Up Fat-Pitch Short Opportunity from Lester Goh

CPI Aero Analysts Asleep At The Wheel; Black Swan Going Unnoticed from Lester Goh

Struggling To Model Upside For Verisk from Lester Goh

Post Holdings Red Flags Galore from Lester Goh

HEICO Mayday! Mayday! Mayday! from Lester Goh

Concordia Guilty By Association from Lester Goh

Moelis Macro Uncertainty Conceals ~55% Upside from Lester Goh

FMC Corp Misplaced Pessimism Creates 50% Upside, For Starters from Lester Goh

Transdigm M&A Playbook Running Out Of Fuel from Lester Goh

J. Alexander's Mispriced Spin-Off Exacerbated By Understated Guidance from Lester Goh

Hill International Under-Covered, Underestimated, Undervalued from Lester Goh

Short Zix Insurmountable Competition from Lester Goh