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  • Massive Secular Tailwinds Drive Big Value in NCR

    Published: March 06, 2014

    I believe there are several catalysts which will allow long-term shareholders to realize value in the stock over the medium term. An improvement in product mix towards high margin software sales should lead to the bottom line outgrowing revenue. Additionally, the company will benefit in the futur...

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  • News Around the Hedge Fund World (Week of July 16-20)

    Published: July 20, 2012

    Learning from one’s mistakes is a central principle of investing that many greats point towards as what has driven them toward success. Mistakes are inevitable; but they need not be repeated over and over again. In that vein, Zeke Ashton (Centaur Capital) put together an excellent self-critique o...

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