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Member Podcasts
November 6, 2024
Fund Manager James Emanuel Discusses His Book, Fabric of Success
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November 5, 2024
Lifco: Sweden-Based, Family-Owned Acquirer with Good Capital Allocation
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November 5, 2024
VZ Holding: Owner-Operated, Steady Compounder in Financial Services
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October 31, 2024
Vestas: Self-Fix Opportunity at Global Leader in Wind Power Turbines
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October 31, 2024
Solocal: Owner-Operated Turnaround with Early Signs of Success
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October 31, 2024
Dr. Martens: New Leadership to Stabilize and Grow Storied Brand
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October 30, 2024
OSB Group: Shareholder-Friendly UK Specialty Mortgage Lender
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October 30, 2024
Macfarlane: UK Market Leader and Consolidator in Protective Packaging
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October 30, 2024
Newlat: Owner-Operated Food Producer with Transformative M&A
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October 30, 2024
Spirax: Long-Duration Compounder Undergoing Mid-Life Crisis
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October 30, 2024
Anglo American: Diversified Mining Company with Best-in-Class Assets
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October 30, 2024
Hugo Boss: Well-Managed German Fashion and Lifestyle Brand
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October 29, 2024
Lanxess: Specialty Chemicals Provider with Improving Balance Sheet
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October 29, 2024
Sonae: Well-Run, Owner-Operated Holding Company at Deep Discount
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October 29, 2024
Ageas: 200-Year Old Belgian Insurer with Presence in Europe and Asia
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October 29, 2024
SDI Group: High-ROTCE UK Serial Acquirer of Scientific Instruments
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October 29, 2024
Energean: Owner-Operated, Shrewd Capital Allocator in Natural Gas E&P
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October 29, 2024
Zumtobel: Attractively Valued Global Provider of Professional Lighting
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September 7, 2024
Luca Dellanna on Why Long-Term Investors Must Understand Ergodicity
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June 27, 2024
US Lime & Minerals: Revisiting an Unexpected Compounder
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