Tag: AutoZone

AutoZone, Inc. (AZO) – Long Thesis

AutoZone, Inc. (AZO) – Long Thesis

Two new stocks make our Exec Comp Aligned With ROIC Model Portfolio this month. December’s Exec Comp Aligned With ROIC Model Portfolio was made available to members on 12/15/16. Recap from November’s Picks Our Exec Comp Aligned With ROIC Model […]

Not All Activist Investors Are Made the Same

Not All Activist Investors Are Made the Same

Not All Activist Investors Are Made the Same by New Constructs Activist investors are supposed to play a critical role in the economy. They identify underperforming managers or conflicts of interest that prevent a company from achieving its potential. A […]

Bretton Fund 2015 Annual Letter

Bretton Fund 2015 Annual Letter

Bretton Fund annual letter to shareholders for the year ended December 31, 2015. Dear Fellow Shareholders: The Bretton Fund’s net asset value per share (NAV) as of December 31, 2015, was $23.98. For the year, the fund returned -6.59% compared […]

Starboard Builds Minority Stake In Advance Auto Parts

Starboard Builds Minority Stake In Advance Auto Parts

Starboard Value unveiled a 3.7% stake in automotive parts retailer Advance Auto Parts on Wednesday and urged the company to drive its margins higher. The New York-based hedge fund has released details on a presentation about the automotive parts retailer which it will be […]