64 documents showing 61–64
Buffalo Wild Wings BWLD
Buffalo Wild Wings should reverse course on low-return franchisee buy-ins, refranchise to 90% by 2020, recapitalize, and fix incentives — unlocking ~180% upside to ~$402.
N4
V4
C4
⌂
”
⇌
Valeant Pharmaceuticals International VRX
Traditional P/E ignores Valeant's 'Platform Value' from disciplined M&A capital allocation
N4
V3
C3
⌂
◫
⇌
Crown Castle International Corp. CCI
Crown Castle is a U.S. tower REIT 'betwixt and between' — raising the 2015 dividend to $4.00 (80% AFFO payout) re-rates the stock to a 4.0% yield, unlocking 27% near-term and 60%+ upside in 15 months.
N4
V3
C3
⌂
⇌
TCI portfolio companies
Climate change is a material investment risk, so TCI demands portfolio companies disclose emissions and a credible transition plan, or face votes-against and divestment.
N2
V2
C1
Date
Fund
Target
Thesis
Scores
2016-06-13
Marcato
Buffalo Wild Wings
BWLD
Buffalo Wild Wings should reverse course on low-return franchisee buy-ins, refranchise to 90% by 2020, recapitalize, and fix incentives — unlocking ~180% upside to ~$402.
N4
V4
2015-05-01
Pershing Square
Valeant Pharmaceuticals International
VRX
Traditional P/E ignores Valeant's 'Platform Value' from disciplined M&A capital allocation
N4
V3
2014-10-14
Corvex
Crown Castle International Corp.
CCI
Crown Castle is a U.S. tower REIT 'betwixt and between' — raising the 2015 dividend to $4.00 (80% AFFO payout) re-rates the stock to a 4.0% yield, unlocking 27% near-term and 60%+ upside in 15 months.
N4
V3
—
TCI Fund
TCI portfolio companies
Climate change is a material investment risk, so TCI demands portfolio companies disclose emissions and a credible transition plan, or face votes-against and divestment.
N2
V2