
Presentations
Recent Presentations from Investor Conferences
Jan 31, 2021
Academy Sports + Outdoors (ASO) Still Mispriced; $2B Retailer Can Double in Two Years
Mar 5, 2020
Pig-in-A-Poke or Piggyback Plant? How to Evaluate Equities; Guest Lecture at Columbia University
Jun 14, 2019
ValueX Vail 2019: YUM China (YUMC) Off-Radar $16B High ROIC Compounder Trading at a Discount
Jan 31, 2019
Brinker International, Inc. (EAT) LONG Idea Presented at VALUEx Klosters Value Investing Conference
Oct 8, 2018
Dollar Tree (DLTR): Long Idea Presentation @ The Cyprus Value Investors’ Conference
Jul 2, 2018
ValueX Vail: Starbucks (SBUX) Secret Menu of China Growth & Capital Return
Jun 22, 2017
ValueX Vail: Avoiding Value Traps in Retail: Finding Jean Baptiste de Marbot

