Investment Ideas

Carrols Restaurant: An Okay Business Deserves An Okay Valuation

Beyond Meat And The Game For The Meat-Substitute Throne

Tailored Brands: The Highest Conviction Position Of Mr. Burry

Sypris Solutions Recovering Slower Than Expected

Horizon Global: A Bumpy Road Ahead

Daqo: Continues To Deliver On Its Promises

Airgain: Optimizing The Capital Structure Should Be A No-Brainer

BlueLinx Holdings: To Recover Market Share Or Capture The Synergies, That's The Question

Beasley Broadcast Group: Because Radio Is Here To Stay

RMR - Heads I Win, Tails You Lose