Molson Coors - major debt reduction = capital allocation inflection point
Ryder - could be at compounder status?
Underfollowed small cap run by activist investor
Shares of this net-net haven't moved despite buybacks increasing per share book value
DigitalBridge - Asset recycling and simplification story

February 2023

Berkshire - no opinions, just some facts and figures and an updated valuation attempt
A turnaround stock in the retail industry