Value Investors Club: 10 Favorite Historical Ideas

A great thread from Campbell Wilson—worth reading every post.

Links from the thread are repeated below:

Long NVR in 2001
Long AutoZone in 2005
Short Doral in 2005
Long Tesla in 2018
Citi Preferred/Common Arb in 2009
Long Google in 2011
Short Longtop in 2011
Long XPEL in 2013
Short Chesapeake Energy in 2019
Long LAACO in 2018 Even Wall Street Pros Have a Tough Time Getting Into This Club

Also from the thread: "Here's a great story of an investor who went from working at a deli to managing just his own money, all because of VIC:"

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