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Equities
October 29, 2020
Christian Billinger: In Defence of Cognitive Biases
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October 28, 2020
Special Edition: The Logistics of Food Delivery, with Isaac Schwartz
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October 28, 2020
Ep. 14: Unstoppable Automation | Value Traps and IBM | Index Data
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October 17, 2020
Ep. 13: Corp. Tax Code | Sports and Investing | AT&T Breakup Lessons
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 14, 2020
Ep. 12: The MVP Machine and Growth vs. Value | The Snowflake IPO
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October 14, 2020
BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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October 7, 2020
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 7, 2020
Three European Companies at a Discount to Fair Value
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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October 6, 2020
MailUp: Marketing Automation Provider at Discount to Global Peers
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