Value Investors Club / Where top investors share their best ideas

IDEA AUTHOR PUBLISHED DATE
QUEST RESOURCE HOLDING CORP QRHC porge 06/30/2023
PROGRESSIVE CORP-OHIO PGR moneytr33 06/29/2021
UNION PACIFIC CORP UNP Ideafactory 09/03/2020
Excelsior Capital CMI AlexB91 12/09/2018
SENDGRID INC SEND LuckyDog 07/30/2018
TRIPADVISOR INC TRIP macrae538 08/30/2016
GREAT AJAX CORP AJX packback2016 03/31/2016
Talgo S.A. TLGO.MC pt123 01/15/2016
INTERACTIVE BROKERS GROUP IBKR CFL41 01/11/2016
TELECOM ITALIA SPA TI HTC2012 12/29/2015
Korea Ratings 034950 jt1882 06/29/2015
UNI-SELECT INC UNS. madler934 06/08/2015
Regus LON:RGU Hal 06/05/2015
Precia PREC FP coyote 06/02/2015
Grenke Leasing GLJ GY varna10 05/29/2015
TRUPANION INC TRUP bdon99 05/21/2015
FLEXTRONICS INTERNATIONAL FLEX oldyeller 05/14/2015
BLACKHAWK NETWORK HLDGS INC HAWK ima 05/12/2015
BLUE DOLPHIN ENERGY CO BDCO ncs590 04/29/2015
BLACKSTONE MORTGAGE TR INC BXMT juice835 04/29/2015
Rassini SAB de CV RASSICPO:MM flubber926 04/15/2015
LINCOLN NATIONAL CORP LNC jcp21 04/11/2015
YOUKU TUDOU INC YOKU seeker 04/07/2015
ASPEN TECHNOLOGY INC AZPN krusty75 04/02/2015
Aena SA AENA miser861 03/27/2015
Fenner FENR coffee1029 02/16/2015
GRUBHUB INC GRUB icarus76 02/02/2015
CALPINE CORP CPN ruby831 02/02/2015
KKR & CO LP KKR trev62 01/27/2015
Samsung Electronics Co. Ltd Preferred KOSE:A005935 Hal 01/18/2015
SAMSUNG ELECTRONICS CO LTD 005930 kalman951 01/15/2015
DIRECTV DTV olivia08 11/17/2014
Ekornes EKO Barong 11/17/2014
ABSOLUTE SOFTWARE CORP ABT. SlackTide 11/13/2014
EDGEWATER TECHNOLOGY INC EDGW andreas947 10/27/2014
CDW CORP CDW krusty75 10/13/2014
Admiral Group ADM north481 09/10/2014
INTERACTIVE BROKERS GROUP IBKR cuyler1903 09/02/2014
Domino's Pizza Group (UK) DOM avahaz 09/01/2014
WATSCO INC WSO Box 07/28/2014
EQUINIX INC EQIX Aggie1111 07/24/2014
RENEWABLE ENERGY GROUP INC REGI HighLine09 07/05/2014
ELLIE MAE INC ELLI LuckyDog 05/18/2014
Pendragon Plc PDG lalex180 04/04/2014
DEERE & CO DE Hal 03/31/2014
INTUIT INC INTU go2bl93 03/21/2014
Creston PLC CRE LN rab 03/10/2014
POST HOLDINGS INC POST miser861 01/20/2014
Matas MATAS DC HTC2012 12/10/2013
Regus RGU golince 11/03/2013
ATLAS FINANCIAL HOLDINGS INC AFH fiverocks19 09/22/2013
NORTHERN TIER ENERGY LP NTI rookie964 08/30/2013
MOOD MEDIA CORP MM whale10 07/21/2013
INGRAM MICRO INC IM hawkeye901 03/12/2013
ADT CORP (THE) ADT sandman898 12/21/2012
Faiveley Transport SA LEY:FP Griffin 12/10/2012
SPANSION INC CODE aviclara181 12/03/2012
INTERXION HOLDING NV INXN azia1621 11/29/2012
AMERCO UHAL kerrcap 11/08/2012
ORBCOMM INC ORBC danconia17 11/02/2012
Transdigm TDG golince 11/01/2012
MAM SOFTWARE GROUP INC 3MAMS andreas947 09/25/2012
OMNICARE INC OCR natey1015 09/10/2012
DREAMWORKS ANIMATION INC DWA HighLine09 08/04/2012
Naigai Trans Lines 9384 jt1882 07/22/2012
SPARTON CORP SPA zbeex 07/14/2012
SPIRIT AIRLINES INC SAVE beep899 03/12/2012
PROGRESSIVE CORP-OHIO PGR lys615 02/03/2012
NET 1 UEPS TECHNOLOGIES INC UEPS hbomb5 02/01/2012
GOLDMAN SACHS GROUP INC GS vinlin1060 01/09/2012
Novartis AG NVS svflc022 07/06/2007
Fastenal FAST edward965 04/27/2007
Turners Auctions TUA.NZ duff234 10/13/2006
Quilmes Industrial (Quinsa), S LQU charlie479 07/12/2005

SUBJECT AUTHOR POSTED DATE
Re: Basic questions CONSTELLATION SOFTWARE INC (CSU.) ima 11/17/2014 the product matters. mission critical niche software. e.g. ERP system for municipal transit systems. ERP system for electric utilities. you can't rip this stuff out. e.g. software for electric utilities. exceptionally high switching costs. they would ... Read more