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January 13, 2024 Zoom: Highly FCF-Generative Leader (“Verb”) in Video Communications Read More

January 18, 2023 Airbnb: Fast-Growing, Profitable, Founder-Led Hospitality Disruptor Read More

January 9, 2022 Clorox: Cash-Generative Business With Favorable Long-Term Trends Read More

January 13, 2021 Walgreens Boots Alliance: High-Quality Business at High FCF Yield Read More

April 18, 2020 Bogumil Baranowski on His Book, Money, Life, Family: My Handbook Read More

March 18, 2020 Bogumil Baranowski on Intelligent Investing in Crisis Mode: Portfolio Management Amid Extreme Volatility Read More

January 9, 2020 Cars.com: Leading Online Car Listing Site at Depressed Valuation Read More

January 11, 2019 AT&T: Stable, Slowly Growing Business with Healthy Dividend Read More

June 28, 2018 Procter & Gamble: Fewer Brands, Leaner Supply Chain, Lower Costs Read More

April 15, 2018 Bogumil Baranowski on Outsmarting the Crowd Read More

February 28, 2018 Proshares Short High Yield ETF: Contrarian Investment with Asymmetric Risk-Reward Read More