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Best Ideas 2019 Featured
January 16, 2019
Burford Capital: Leader in Nascent Litigation Financing Asset Class
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January 16, 2019
Viper Energy: Royalty Company Growing via CF-Accretive Deals
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January 16, 2019
ITE: Founder-Led Exhibitions Organizer at High-Teens FCF Yield
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January 16, 2019
PayPal and Roku: Improving Unit Economics in Large Markets
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January 16, 2019
Long-Term Value Investing and Current Market Opportunities
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January 15, 2019
Case Studies of Companies That Do Capital Allocation Right
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January 12, 2019
Thor Industries: Dominant Global RV Player at Discount to Tangible Book
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January 12, 2019
Shanghai Int’l Airport: Munger’s Way of Investing in China’s Growth
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January 12, 2019
Brown-Forman: Entrenched Business, Driven by Jack Daniel’s Brand
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January 12, 2019
Tidewater: Leading Owner and Operator of Offshore Supply Vessels
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January 12, 2019
Enzo Biochem: Debt-Free Company with Strategic/Litigation Optionality
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January 12, 2019
Semler: Medical Diagnostics Testing Firm with Growth Trajectory
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January 12, 2019
Arcadis: Engineering Design Services Firm with Margin Expansion Potential
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January 12, 2019
Despegar: Top Online Travel Agent in Latin America at Bargain Price
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January 12, 2019
Tidewater Midstream: Opportunistic Company Run by Incentivized CEO
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January 12, 2019
Short Credit ETFs: Expectations Unrealistic, Asset-Liability Mismatch
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January 12, 2019
AB InBev: Headwinds Offset by Structural Advantages
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January 12, 2019
Paratek Pharma Convert: Well-Covered by Asset Value, with Upside
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January 12, 2019
Cummins: Diesel Engine Maker with Shareholder-Friendly Management
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January 12, 2019
Appian: Well-Positioned Platform for Building Enterprise Software
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