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Equities
June 25, 2024
Atkore: Category Leader Benefiting From Strong End Market Demand
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June 25, 2024
LVMH: Underestimated, Advantaged Portfolio of Monopoly-Like Assets
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June 25, 2024
Truecaller: Founder/CEO-Led Caller ID App, Returning Cash to Owners
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May 24, 2024
Protean: eGov Solutions Company With Long Runway of Growth
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May 18, 2024
Lessons From the First Decade of Running a Value-Focused Strategy
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May 6, 2024
Tim McElvaine on Value Investing, His Process, and Selected Case Studies
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May 3, 2024
JB Financial: Domestic-Led Activism Unlocking Value at Korean Bank
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April 26, 2024
360 One Wam: Leading Wealth and Alternatives Asset Manager in India
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April 26, 2024
Three Japanese Net Nets: Mitachi (3321), Soiken (2385), ItoKuro (6049)
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April 26, 2024
HEG: Dual Growth Engine: Low-Cost Graphite Electrodes, Li-Ion Batteries
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April 26, 2024
Intellect Design Arena: Financial Tech Leader With Long Growth Runway
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April 26, 2024
Lemon Tree Hotels: Strong Position, Capital-Light Growth Opportunity
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April 26, 2024
GHCL Textiles: Strong Management, With Proven Record of Value Creation
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April 25, 2024
Café de Coral: Hong Kong Fast-Food Chain in Post-COVID Margin Recovery
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April 25, 2024
ideaForge: India’s Founder-Led Drone Technology Champion
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April 25, 2024
Intelligent Monitoring: Australasia’s Largest Security Monitoring Player
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April 23, 2024
Adani Ports: Largest Private Sector Port Operator in India
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April 23, 2024
Bank CenterCredit: Third-Largest Bank in Kazakhstan at Deep Discount
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April 23, 2024
Daiei Kankyo: Waste Manager With Organic and M&A Growth
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April 23, 2024
Zenkoku Hosho: Japan’s Only Independent Credit Guarantee Firm
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