M/I Homes: Thriving Despite Sectoral Challenges (Archive)
Favorable positioning and operational excellence drive mispriced upside in a tough housing cycle.
Consumer
Floor & Decor: Beware Of The Bull Trap (Archive)
FND’s bull trap masks weakening demand, pointing to further downside risk ahead.
MTY Food Group: Betting On Growth With Aligned Insiders (Archive)
Betting on MTY’s high-ROIC franchise growth and strongly aligned insider ownership.
Restaurant Brands International: Robust Foundations And A Clear Growth Path (Archive)
Inflation-resilient QSR leader, modernizing iconic brands to unlock durable, margin-accretive growth.