Topic
stock ideas
Everything our editor has picked under this tag, best first.
GTT.PA long 2026-04-29 energy 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 models Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
Value Investors Club
interviews Idea Brunch #2 with Brian A. Finn
Brian A. Finn joins Idea Brunch for an interview on off-the-beaten-path investing.
Sunday's Idea Brunch
interviews Idea Brunch with Ralph Molina of High Conviction Investing
Ralph Molina of High Conviction Investing joins the Idea Brunch investor interview series.
Sunday's Idea Brunch
asset management Idea Brunch with Yuval Taylor of Fieldsong Investments
Yuval Taylor of Fieldsong Investments discusses off-the-beaten-path investing ideas.
Sunday's Idea Brunch
consumer The Top Two Pitches I Heard in Vegas
A ceiling fan and a cheap pair of glasses were the top two investment pitches heard in Las Vegas.
The Value Road QDEL long 2026-04-26 healthcare Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
Value Investors Club TTAN long 2026-04-26 software Servicetitan INC
ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services platforms.
Value Investors Club