Companies

Search Results

  • Massive Secular Tailwinds Drive Big Value in NCR

    Published: March 06, 2014

    NCRVMCHPQIBM

    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...

    Read More »

Recent News

  1. Legendary value investor Mohnish Pabrai on Reysas, Position Sizing, Big Tech, ChatGPT and more
  2. Ben Axler Returns to Short Stryker Corp, Banks Bet on Zelle, and More
  3. SumZero Zeroed In, April 5 2022
  4. SumZero Zeroed In, April 4 2022
  5. Manager Q&A: Building a New Energy Paradigm
  6. EXCLUSIVE: Two Hours With the Winklevoss Twins on Inflation, Bitcoin, Ethereum, NFTs, DeFi, and Why Banks Can't Keep Up With Crypto
  7. Manager Roundtable: A Transformative Moment for U.S. Infrastructure
  8. Results & Key Findings from the 2021 Allocator Survey
  9. Digging for Value in Nano-Caps: Boomer Holdings
  10. The 5G Landscape Takes Shape: Rakuten, T-Mobile, Micron