	Name	Company	Ticker	Time	Industry	Category	Summary	Return	CAGR	Source
	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	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
	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
*	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	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
	Nick Sleep	Union Cement	PSE:UCC	1997-1997	Phillipines Cement	Distressed/Replacement Cost	Asian crisis shopping, 1/4 replacement cost	500%	500%	Nomad Letters
*	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	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	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	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	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	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
	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	Lucent Preferred 8%	-	2002-2004	Telecommunications	Special Situation/Despised	Forced preferred shares buyback	300%	75%	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	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	Costco	NASDAQ:COST	2002-Present	Discount Retailer	Low Cost/Wonderful Management	Wonderful business, cheap based on store/population density	2,000%	15%	Nomad Letters
*	Li Lu	BYD (Build Your Dreams)	SHE:002594	2002-Present	Chinese Batteries and EVs	Wonderful	Undiscussed publicly	5,000%	20%	-
	Nick Sleep	Weetabix	OFEX:?	2003-2003	UK Cereal	Value	Highly illiquid OTC but very strong business	260%	260%	Nomad Letters
*	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
*	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
*	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