January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More
January 12, 2018 Teekay Offshore: Abandoned Public Stub of Mission-Critical Marine Infrastructure Business Read More
January 12, 2018 Cousins Properties and Scheid Vineyards: Two Undervalued Companies, with Catalysts Read More
January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More
January 12, 2018 School Specialty: Well-Managed Education Business with Hidden Growth Drivers Read More