Topic
long-idea
Everything our editor has picked under this tag, best first.
GTT.PA long 2026-04-29 france Gaztransport and Technigaz SA
Gaztransport and Technigaz, a €7 billion French company, leads ultra-low-temperature containment systems for storage and transport.
Value Investors Club APG long 2026-04-28 business-model Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
Value Investors Club QDEL long 2026-04-26 diagnostics Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
Value Investors Club