Company updates, market commentary, case studies and other topics we consider worth discussing

Korn Ferry (KFY)

Secular Transformation To Drive Re-Rating Amidst Cyclical Upturn

Intelsat S.A. (I)

Recent Price Weakness Provides Attractive Entry Point As FCC Proceeding Gains Momentum

Intelsat S.A. (I)

Time to Relaunch

Intelsat (I) & SES (SESG)

All Systems “Go”

AMERCO Rally Isn’t Over

Company has 40%+ EPS Growth with Widening Competitive Advantage

UHAL Looks Promising Heading into Earnings

EROC: Organizing a Fragmented Shareholder Base

EPL: Enhancing Value for the Equity

GGP: A Case Study in Internet Activism