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February 1, 2024 DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity Read More

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

July 9, 2021 Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

January 9, 2020 Keywords: Compounder in Video Game Content Creation Industry Read More

January 29, 2019 Charles Hoeveler on Investing in Small-Cap Compounders Read More

July 6, 2017 CommerceHub: Dropship E-Commerce for World’s Retailers Read More

January 11, 2017 InnerWorkings: Mispriced Compounder Read More

June 29, 2016 Carrols Restaurant Group: Operational Excellence is an Underrated Moat Read More

January 12, 2016 Graphic Packaging: High-Quality Business Read More

July 9, 2015 Charles Hoeveler on Managers and Moats Read More

July 7, 2015 Lawson Products: North American Distributor of Consumable Products to the Maintenance, Repair and Operations (MRO) Market Read More