PinnedTransDigm Group: A Cheap, Consistent CompounderA rare opportunity to own a monopolistic compounder trading at a fair valuationNov 11, 2020Nov 11, 2020
21Vianet — A Turnaround Story at the Heart of China’s CloudRare opportunity where an inflection on an S-Curve meets significant undervaluationFeb 26, 2021Feb 26, 2021
