Topics covered: Small-Cap Investing, Secular Growth Themes, Quality of Business, Long/Short Strategy, Investment Risk/Return, Growth at a Reasonable Price, Bottom-Up Stock Selection, All-Cap Investing
Companies covered: True Religion Apparel Inc., Smith & Wesson Holding Corporation (NASDAQ:SWHC), Raytheon Company (NYSE:RTN), Questcor Pharmaceuticals, Inc., Oshkosh Corporation (NYSE:OSK), Myriad Genetics, Inc. (NASDAQ:MYGN), Marvell Technology Group Ltd. (NASDAQ:MRVL), Fresh Del Monte Produce, Inc. (NYSE:FDP), Deckers Outdoor Corporation (NYSE:DECK), J P Morgan Chase & Co (NYSE:JPM), International Business Machines Corporation (NYSE:IBM), ENSCO plc (NYSE:ESV), DIRECTV (NASDAQ:DTV), Franklin Resources, Inc. (NYSE:BEN), Aflac Incorporated (NYSE:AFL), VimpelCom Ltd. (NASDAQ:VIP), Deutsche Bank AG (NYSE:DB), Cliffs Natural Resources Inc. (NYSE:CLF), Amazon.com, Inc. (NASDAQ:AMZN), Under Armour, Inc. (NYSE:UA), Lumber Liquidators Holdings, Inc (NYSE:LL), Catamaran Corporation (NASDAQ:CTRX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Synaptics Incorporated (NASDAQ:SYNA), Royal Caribbean Cruises Ltd. (NYSE:RCL), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Illumina, Inc. (NASDAQ:ILMN), Quest Diagnostics Incorporated (NYSE:DGX), Cigna Corporation (NYSE:CI)
