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Equities
October 18, 2023
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
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October 18, 2023
Teleperformance: Founder-Led, Growing Customer Service Provider
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October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
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October 18, 2023
Niox: Asthma Diagnostics Business Undergoing Positive Change
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October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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October 17, 2023
Adyen: Likely Winner in Global Payment Wars, Despite Challenges
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October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
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October 17, 2023
Petershill Partners: Attractive Portfolio of General Partner Interests
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October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
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October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
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October 17, 2023
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
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October 6, 2023
Economic Historian Brad DeLong on His Book, Slouching Towards Utopia
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October 6, 2023
Lawrence Cunningham on His Book, The Essays of Warren Buffett
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October 4, 2023
Gwen Hofmeyr on Her Book, The Halfwit Crustacean
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September 27, 2023
The Importance of Low-Cost Energy
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September 26, 2023
Dede Eyesan on His Research Report, Global Outperformers
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September 25, 2023
Brooks CEO Jim Weber on His Book, Running With Purpose
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August 7, 2023
Aswath Damodaran on His Book, Investment Philosophies
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July 24, 2023
Fund Manager Jeevan Patwa on the Chemicals Sector in India
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June 25, 2023
KKR: Earning Power Growth Not Accurately Reflected in Recent EV
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