Presentations

Feb 25, 2021

Anchors & Rockets: Using Unit Economics to Evaluate Equities; Guest Lecture at Columbia Business School

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

Jan 29, 2020

Sprouts Farmers Market (SFM) LONG idea from VALUEx Klosters

Sep 23, 2019

Shake Shack (SHAK) Short Idea from Cyprus Value Investor Conference

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

Oct 3, 2017

Cyprus Value Conference : Designer Shoe Warehouse (DSW)

Jun 22, 2017

ValueX Vail: Avoiding Value Traps in Retail: Finding Jean Baptiste de Marbot