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November 24, 2023 Gokul Raj Ponnuraj on Value Investing in Developing and Developed Markets Read More

November 7, 2023 Shyam Sekhar on Value-Oriented Investing in India Read More

October 26, 2023 J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process Read More

October 20, 2023 Eurofins: Quality Business With Continuing Structural Growth Read More

October 20, 2023 ISS: Facility Management Services Leader With Customer Behavior Moat Read More

October 20, 2023 Savencia: Well-Managed French Cheese and Dairy Leader at Discount Read More

October 19, 2023 SolidWorld: Fast-Growing Italian 3D Digital Systems Integrator Read More

October 19, 2023 Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM Read More

October 19, 2023 Eurofins: Fast-Growing, Best-in-Class, Family-Owned Lab Operator Read More

October 18, 2023 Focus: Game Publisher Successfully Pursuing Vertical Integration Read More

October 18, 2023 Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators Read More

October 18, 2023 Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet Read More

October 18, 2023 Teleperformance: Founder-Led, Growing Customer Service Provider Read More

October 18, 2023 Swatch: Family-Controlled Luxury Watch Leader With Strong Brands Read More

October 18, 2023 Niox: Asthma Diagnostics Business Undergoing Positive Change Read More

October 18, 2023 Bakkafrost: Fully Integrated Salmon Producer With Growth Runway Read More

October 17, 2023 Adyen: Likely Winner in Global Payment Wars, Despite Challenges Read More

October 17, 2023 Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet Read More

October 17, 2023 Petershill Partners: Attractive Portfolio of General Partner Interests Read More

October 17, 2023 AB InBev: Scale-Advantaged Leader With Manageable Leverage Read More