To date, we’ve published several write-ups on the following high-conviction ideas :

1. Valeura Energy $VLE.TO (quality & discount) - cyclical growth
2. InPost $INPST.AS (quality & discount) - growth
3. Carnival Corporation $CCL (discount) - turnaround
4. Sky Harbour $SKYH (quality & discount)  -  growth
5. Alico $ALCO (discount) - asset play
6. General Motors $GM (discount) - cyclical turnaround

We are currently researching several other ideas and we can confirm the following upcoming deep dives: 
1. Scorpio Tankers $STNG (quality & discount) - cyclical
2. Boston Omaha $BOC (quality & discount) - turnaround asset play