lester-goh documents

Allied Motion Changing Mix And Refinancing Opportunity Set Up 60% Return Potential
Documents Allied Motion Changing Mix And Refinancing Opportunity Set Up 60% Return Potential
Short Zix Insurmountable Competition
Documents Short Zix Insurmountable Competition
HERC Holdings Non-Economic Selling And Temporary Oversupply Sets Up 80% Upside
Documents HERC Holdings Non-Economic Selling And Temporary Oversupply Sets Up 80% Upside
Short Dycom Perennially NPV Negative, 60% Downside To Fair Value
Documents Short Dycom Perennially NPV Negative, 60% Downside To Fair Value
CPI Aero Analysts Asleep At The Wheel; Black Swan Going Unnoticed
Documents CPI Aero Analysts Asleep At The Wheel; Black Swan Going Unnoticed
Nexon Structural Dislocations And Wildly Optimistic Extrapolations Sets Up Fat-Pitch Short Opportunity
Documents Nexon Structural Dislocations And Wildly Optimistic Extrapolations Sets Up Fat-Pitch Short Opportunity
Hill International Under-Covered, Underestimated, Undervalued
Documents Hill International Under-Covered, Underestimated, Undervalued
ROI Acquistion Corp. II SPAC Acquiring A Highly Attractive Asset In An Explosive-Growth Industry
Documents ROI Acquistion Corp. II SPAC Acquiring A Highly Attractive Asset In An Explosive-Growth Industry
HEICO Mayday! Mayday! Mayday!
Documents HEICO Mayday! Mayday! Mayday!
Shifting Mix At Nexeo Solutions Drives ~70% Upside
Documents Shifting Mix At Nexeo Solutions Drives ~70% Upside
J. Alexander's Mispriced Spin-Off Exacerbated By Understated Guidance
Documents J. Alexander's Mispriced Spin-Off Exacerbated By Understated Guidance
Communications Systems Unloved Restructuring Story Portends To 70% Upside
Documents Communications Systems Unloved Restructuring Story Portends To 70% Upside
Struggling To Model Upside For Verisk
Documents Struggling To Model Upside For Verisk
Dean Foods Imminent Margin Contraction Spawns Asymmetric Short Opportunity
Documents Dean Foods Imminent Margin Contraction Spawns Asymmetric Short Opportunity
Post Holdings Red Flags Galore
Documents Post Holdings Red Flags Galore
MarineMax A Rising Tide Does Not Lift All Boats
Documents MarineMax A Rising Tide Does Not Lift All Boats
Benchmark Electronics Disguised Transformation Sets Up ~100% Upside Opportunity
Documents Benchmark Electronics Disguised Transformation Sets Up ~100% Upside Opportunity