Steven shared our most timely and actionable investment idea (TripAdvisor) at the 14th Annual Value Investing Seminar in Trani, Italy on July 13th. He also received an award for the second-best-performing idea from the year before, which was Telecom Italia.
Steven was quoted in the Barron’s lead story covering the Amazon-Whole Foods merger. Barron’s utilized our intensive research in helping to articulate the opportunity going forward for the merger and ramifications for the industry.
Steven was happy to present again at Value España, one of his favorite idea-generation venues, at the end of March. Steven discussed our latest and most attractive investment, which was Whole Foods Market (WFM) as well as updates GreenWood has made to its process over the last year.
We were so pleased to have been declared the winner of SumZero’s contest, “Top Stocks for 2017” in the category Ex-US. This brings the total contest awards received by SumZero up to seven over the past few years.
We were honored to be named a top Wealth Manager for the second year in a row by Five Star Professional. The award indicates our customer satisfaction is in the top 99% percentile in the New York metro area.
We will be posting the advertisement soon.
We were honored to be declared a winner in another of SumZero’s contests – this time our 38-page short report on Volkswagen preference shares was voted a winner in SZ’s corporate Credit/Preferred Stock Challenge.
Steven chatted extensively with Wall Street Journal reporter Eric Sylver for his article on Ferrari’s limited edition vehicles. Part of the conversation was quoted in his article entitled, “Why It Takes More Than Money to Buy Special-Edition Ferrari.”
Steven shared his most timely and actionable investment idea along with observations about today’s Wonderland market at the 13th Annual Value Investing Seminar in Trani, Italy on July 7 and 8th. The presentation on Telecom Italia ended up being the second-best performing investment presented at the conference.
Steven was pleased to share an intensive overview of how we think about the automotive industry, as well as our first short presentation, at Value España in Madrid on April 8. The presentation remains confidential to attendees and investors via The Grove.
Steven was pleased to share his thoughts on his favorite ideas for 2016: Ferrari (RACE) and Fiat-Chrysler (FCAU) with Manual of Ideas’ Best Ideas Conference in early January of 2016 in our newer and more innovative video format. Stay tuned: more to come!
Steven shared our in-depth research in Rolls Royce and previewed a very actionable and timely idea given the guidance reset happening shortly after. We have since posted much of the research presented in this short youtube video.
Business Insider profiled our placement in the Value Investing Challenge for our research on Fiat SpA. Note the stock price and our price target. The first has changed substantially yet the latter hasn’t.
We had a great time on CNBC’s Fast Money talking about our research on Fiat SpA. Our research placed in the Value Investing Challenge and we explained why the stock would deliver an almost 10-fold return in the next few years.