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Name Company Ticker Time Industry Category Summary Return CAGR Source
Nick Sleep Union Cement PSE:UCC 1997-1997 Phillipines Cement Distressed/Replacement Cost Asian crisis shopping, 1/4 replacement cost 500% 500% Nomad Letters
Nick Sleep International Speedway NASDAQ:ISCA 2002-? NASCAR Tracks Pickaxe & Shovel Beneficiary of NASCAR boom 25% 10% Nomad Letters
Nick Sleep Matichon BKK:MATI 2002-? Thailand Newspaper Value/Asset Light Brand 4x FCF 100% 15% Nomad Letters
Nick Sleep Xerox NASDAQ:XRX 2002-2005 Printer Stalwart/Despised/Accounting Myopic business but accounting underestimates earning 75% 15% Nomad Letters
Nick Sleep Monsanto NYSE:MON 2002-2002 Agriculture Legal Sold due to uncertainty around legal -% -% Nomad Letters
Nick Sleep Conseco - 2002-2002 Mortgages Deep Value Went bankrupt, underestimated loan book severity -100% -100% Nomad Letters
* Nick Sleep Stagecoach LSE:SGC 2002-2003 UK Public Transportation (Bus) Turn Around/Debt Buyback Founder returns, divest non-core, cheap debt buyback 700% 700% Nomad Letters
* Nick Sleep Costco NASDAQ:COST 2002-Present Discount Retailer Low Cost/Wonderful Management Wonderful business, cheap based on store/population density 2,000% 15% Nomad Letters
Nick Sleep Lucent Preferred 8% - 2002-2004 Telecommunications Special Situation/Despised Forced preferred shares buyback 300% 75% Nomad Letters
Nick Sleep Weetabix OFEX:? 2003-2003 UK Cereal Value Highly illiquid OTC but very strong business 260% 260% Nomad Letters
* Nick Sleep Amazon NASDAQ:AMZN 2004-Present Online Retailer Low Cost/Wonderful Management Underestimated FCF, wonderful management 8,000% 25% Nomad Letters
Nick Sleep Zimcem (& Others) - 2005-2013 Zimbabwe Cement Distressed/Replacement Cost War-torn country but trading 1/70th replacement cost 300-800% 13-26% Nomad Letters
Nick Sleep Games Workshop LON:GAW 2006- Board Game/Figurines Strong Brand Not well discussed publicly -% -% Nomad Letters
Nick Sleep AirAsia KLSE:CAPITALA 2008- Asian Airline Low Cost Not well discussed publicly -% -% Nomad Letters
Nick Sleep MBIA NYSE:MBI 2008- Insurance - Not well discussed publicly -% -% Nomad Letters
Nick Sleep ASOS LON:ASC 2010- Online Retailer Growth Not well discussed publicly -% -% Nomad Letters
Peter Lynch Maine Sugar OTC:MSUG 1967-1969 Sugar Beet Refinery Plant Whisper Stock Whisper Stock -100% -100% One Up on WS
Peter Lynch L'eggs/Hanes NYSE:HBI 1969-1979 Clothing Manufacturer Growth Biggest Product of 70s 600% 18% One Up on WS
* Peter Lynch Service Corporation International NYSE:SCI 1969-1987 Funeral Roll-Up Rollup mom and pops in a boring industry 14,400% 30% One Up on WS
Peter Lynch Kaiser Industries - 1971-1977 Conglomerate Sum of Parts $10 for $40 breakup value, dropped to $4 130% 13% One Up on WS
Peter Lynch Polaroid NSYE:PRD 1973-1974 Camera Blue Chip Overpriced blue chip -89% -77% One Up on WS
Peter Lynch Warner Communication NYSE:WCI 1977-1977 Media Wonderful/Cultural Mistake of selling b/c of technical reason, not fundamental 46% 46% One Up on WS
* Peter Lynch Fannie Mae NYSE:FNM 1977-1993 Mortgages & MBS Cyclical/Growth/Low Cost Cyclical play + low cost operator + growing a wonderful business 1,570% 17% Beating the Street
* Peter Lynch Toys R Us NASDAQ:TOYS 1978-1985 Discount Toy Retailer Low Cost Operator/Wonderful Short-term market action underestimated strong fundamentals 5,700% 65% One Up on WS
* Peter Lynch La Quinta Motor Inns NYSE:LQ 1978-1987 Hotel Growth/Niche Underpriced growth stock because of insider selling, early in growth 1,100% 27% One Up on WS
Peter Lynch The Limited NYSE:LTD 1979-1987 Clothing Retailer Growth/Cutting-Edge Fashion Ignoring what's in front of you 10,500% 80% One Up on WS
* Peter Lynch Chrysler NYSE:C 1982-1987 Car Cyclical/Turn Around A low cost producer in a cyclical environment, turning it around 1,500% 75% One Up on WS
* Peter Lynch Blockbuster NYSE:BBI 1984-1992 Video Rentals Growth A legendary story 15,000% 85% Beating the Street
* Peter Lynch Bildner and Sons - 1986-1988 Premium Sandwiches Growth Great business, poor execution -95% -60% One Up on WS
Peter Lynch CML Group (NordicTrack) NYSE:CML 1990-1992 Exercise Machines Growth Do your homework! 1,000% 315% Beating the Street
Peter Lynch Pier 1 Imports/Sunbelt Nursery NYSE:PIR 1991-1993 Furniture Growth 10x PE with growth 300% 12% Beating the Street
* Peter Lynch Saving & Loan Banks - 1991-1996 S&L Banks Special Situation/Low Cost Operator Special situation and great operators 44% 20% Beating the Street
Peter Lynch General Host NYSE:GH 1991-1993 Garden Nursery Relative Value Discount retailing doesn't work everywhere 0% 0% Beating the Street
* Peter Lynch Sun Distributors NYSE:SDP.B 1991-1993 Autoparts and Glass Special Situation MLP + strange capital structure, incentive to realize breakup value 120% 30% Beating the Street
* Peter Lynch Body Shop LSE:BOSU 1992-1993 Natural Skincare/Cosmetics Growth A great industry, business, expensive price -57% -57% Beating the Street
Peter Lynch GM NYSE:GM 1992-1993 Car Cyclical A cyclical play with myopic management, but strong business 87% 37% Beating the Street
Peter Lynch Supercuts NASDAQ:CUTS 1992-1995 Discount Haircuts Growth Cheap but bad haircuts, poor execution 0% 0% Beating the Street
* Li Lu Lukoil MCX:LKOH 1993-1998 Russian Oil Special Situation Buying proven oil reserve at $0.10/barrel, despite Financial Crisis 1,000% 60% SF State 2012
* Li Lu Timberland NYSE:TBL 1998-2000 Shoes Wonderful Brand/Legal/Cultural 5x PE, growth, high integrity but uncommunicative management 700% 265% Columbia 2006
* Li Lu BYD (Build Your Dreams) SHE:002594 2002-Present Chinese Batteries and EVs Wonderful Undiscussed publicly 5,000% 20% -
* Li Lu Hyundai Department Stores NASDAQ:ISCA 2004-2007 Korean Conglomerate Sum of Parts Trading for under cash, 2x PE, ridiculous amount of hidden assets 500% 50% Columbia 2006
* Li Lu Megastudy KOSDAQ:072870 2004-2008 Korean Online Tutoring Contrarian 8x PE, industry leader in an important pubescent industry, 600% 60% Columbia 2012
* Li Lu Amorepacific KRX:090430 2012-2016 Korean Cosmetics & Skincare Special Situation Preferred shares trading like bonds, but were basically equities 1,000% 60% Columbia 2012
Li Lu Kweichow Moutai SHA:600519 2000- Alcohol Wonderful Brand/Contrarian/Cultural Undiscussed publicly -% -% -
* Michael Burry Senior Housing Properties NYSE:SNH 2000-2001 Senior Housing REIT Legal Gained value through bankruptcy proceeding of leasee 30% 30% 2000 MSN Money
* Michael Burry Paccar NASDAQ:PCAR 2000-2005 Heavy Trucks Accounting/Cyclical Buying a strong company in a down cycle, misconception about debt 360% 30% 2000 MSN Money
* Michael Burry Caterpillar NYSE:CAT 2000-2003 Engineering Equipment Accounting/Cyclical Buying a strong company in a down cycle, misconception about debt 175% 25% 2000 MSN Money
Michael Burry Healtheon/WebMD NASDAQ:HLTH 2000-2005 Healthcare Software Growth Best in industry product, 4.5 years of cash to burn 108% 15% 2000 MSN Money
* Michael Burry Clayton Homes NYSE:CMH 2000-2005 Manufactured Homes Cyclical/Best-of-Breed Great Management in a cyclical downtown 350% 30% 2000 MSN Money
Michael Burry Carnival Corp NYSE:CCL 2000-2005 Cruise Line Cyclical/Best-of-Breed Best-of-breed in a cylical downturn, maturing business 200% 15% 2000 MSN Money
Michael Burry Huttig Building Products NYSE:HBP 2000-2005 Distributor (Doors, Windows, Trim) Cyclical 160 years of profitability in a cyclical industry, 5x FCF 100% 15% 2000 MSN Money
* Michael Burry Axent Technologies/Symantec NASDAQ:AXNT 2000-2006 Movies Best-of-Breed High quality, unattractive temporarily due to dry quarters 400% 25% 2000 MSN Money
* Michael Burry Pixar Animation Studios NASDAQ:PIXR 2000-2006 Movies Wonderful High quality, unattractive temporarily due to dry quarters 400% 25% 2000 MSN Money
Michael Burry Deswell Industries NASDAQ:HLTH 2000-2003 Hong Kong Plastics, Electronics Foreign Foreign trading on NASDAQ, but 4x EV/Earnings w/ growth 120% 30% 2000 MSN Money
Michael Burry DiamondCluster International NASDAQ:HLTH 1991-1993 Autoparts and Glass Special Situation MLP + strange capital structure, incentive to realize breakup value 120% 30% 2000 MSN Money
Michael Burry Spherion/Michael Page NASDAQ:HLTH 1991-1993 Autoparts and Glass Special Situation MLP + strange capital structure, incentive to realize breakup value 120% 30% 2000 MSN Money
Michael Burry Adobe(short) NASDAQ:HLTH 1991-1993 Autoparts and Glass Special Situation MLP + strange capital structure, incentive to realize breakup value 120% 30% 2000 MSN Money
Michael Burry Cisco NASDAQ:HLTH 1991-1993 Autoparts and Glass Special Situation MLP + strange capital structure, incentive to realize breakup value 120% 30% 2000 MSN Money
Michael Burry Intel NASDAQ:HLTH 1991-1993 Autoparts and Glass Special Situation MLP + strange capital structure, incentive to realize breakup value 120% 30% 2000 MSN Money