Mar 12, 2014 by christian sgrignoliAlliance One: A Few More Puffs In This Cigar ButtFamed value investor Seth Klarmin has a stake in Alliance One International because tangible book value per share is larger than market price; not because hes a tobacco smoker!
Mar 3, 2014 by christian sgrignoliUnder Armour's Earnings Quality ImprovementThe earnings quality of Under Armour has improved relative to prior years and its competitors.
Feb 26, 2014 by christian sgrignoliChipotle Is Priced For PerfectionChipotle's 50+ P/E is unsustainable in most scenario's.