top of page
.png)
Value Investment Thought Leaders
Our Resources
Successful planning takes clarity, focus, and passion. Failure to consider macro events can be dangerous. We constantly evaluate our thesis based on the micro and macro events that can swiftly alter business conditions and look for avenues of opportunity for our special situations. We look for asymmetrical rewards over any risk of capital.
O2 Capital Partners seperates itself with our out of the box thinking, persistence, and resilience in the face of rapid change sets us apart from the norm. We have the informed opinions and intelligent insight that makes us one of the most trusted sources for value investment advice.
Read research reports from O2 Capital's thought leaders on Seeking Alpha and Medium:
Seeking Alpha – https://seekingalpha.com/article/4213624-argan-natural-acquisition-target
Seeking Alpha – https://seekingalpha.com/article/4206976-will-argan-cash
Seeking Alpha – https://seekingalpha.com/article/4176923-medallion-financial-structure-explained-footnote-opens-eyes-hidden-value
Seeking Alpha – https://seekingalpha.com/article/4156105-medallion-3-potential-catalysts-deep-value-stock
Seeking Alpha – https://seekingalpha.com/article/4132544-medallion-financial-takeover-massive-buyback-equates-opportunity
Seeking Alpha – https://seekingalpha.com/article/4081681-actua-buybacks-balance-sheet-growing-saas-business-point-upside
Seeking Alpha – https://seekingalpha.com/article/4071336-vistra-energy-low-leverage-electric-company-large-free-cash-flow
Seeking Alpha – https://seekingalpha.com/article/4037935-gener8-shipping-magnates-second-act-may-better-first
Seeking Alpha – Editor’s Choice – https://seekingalpha.com/article/4034044-apple-rotting-tech-company-value-play-will-bear-fruit-years-come
Seeking Alpha – https://seekingalpha.com/article/4032755-freightcar-america-railcar-maker-track-acquired
Seeking Alpha – https://seekingalpha.com/article/4032484-cal-maine-foods-egg-ceptional-buying-opportunity
Seeking Alpha – https://seekingalpha.com/article/4030960-travelcenters-america-fuel-portfolio
Seeking Alpha – https://seekingalpha.com/article/4030183-wabash-national-rolling-value-seeking-alpha
Medium – https://medium.com/kenneth-orr/china-and-united-states-trade-war-50c9768bcfb5
Medium – https://medium.com/kenneth-orr/how-boring-businesses-make-great-investments-392ce4979095
Medium – https://medium.com/kenneth-orr/the-art-of-value-investing-d33584aad7df
Medium – https://medium.com/kenneth-orr/stock-market-timing-3694ff7e3b68
Ideamensch – https://ideamensch.com/kenneth-orr/
Inspriery – http://inspirery.com/kenneth-orr/
bottom of page