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Equities
July 3, 2020
Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader
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July 3, 2020
OTIS: Recently Spun Off Elevator Leader with High ROIC
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July 3, 2020
Transcontinental: Underappreciated Resiliency and FCF Generation
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July 2, 2020
Unilever: Consistent, Predictable, Growing Business at Fair Price
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July 2, 2020
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
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July 2, 2020
Rimini: Well-Suited to Gain Share in Application Management Services
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July 2, 2020
ViacomCBS: Streaming Success Could Change Negative Perception
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July 2, 2020
Exponent: Leveraging Historic Relationships to Drive Organic Growth
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July 1, 2020
Herman-Miller: US Office Furniture Leader at Discount to Fair Value
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June 28, 2020
Stanley Druckenmiller on the Investment Landscape Amid COVID
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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June 28, 2020
Jack Dorsey on the Future of Work, Technology, Small Business, and More
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June 25, 2020
Mallika Paulraj on Her Book, How The Best Invest
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June 20, 2020
Hamilton Helmer on 7 Powers: The Foundations of Business Strategy
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June 20, 2020
Karlo Teran on His Investing Journey and Growing Up in a Border City
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June 19, 2020
Adrian Warner on PE-Style Investing and Partnering with a Larger Firm
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May 21, 2020
Bakkafrost: Owner-Operated Salmon Producer With Durable Moat
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May 12, 2020
Christopher Tsai on Navigating Through the Crisis of 2020
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May 9, 2020
Surveying Our Favorite Investment Ideas Amid COVID-19
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May 9, 2020
Guarded Optimism, Sobering Reality, and Adapting
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