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Discover Great Ideas Podcast
April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 8, 2022
Home First: Tech-Enabled Housing Lender With Differentiated Model
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April 7, 2022
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Aegis Logistics: Leading Services Provider With Strong Earnings Growth
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April 6, 2022
Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry
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April 6, 2022
CK Hutchison: Well-Run Conglomerate With Diversified Global Asset Base
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April 6, 2022
Roblox: Gaming Platform, May Evolve Into “Metaverse Operating System”
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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April 6, 2022
Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile
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April 6, 2022
Biocon: Vertically Integrated Growth Business With Transaction Catalyst
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January 15, 2022
Rent-A-Center: Transformed Into High-Growth Fintech Platform
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January 15, 2022
Innovate: SOTP Bargain, With Catalysts and Insider Buying
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January 15, 2022
Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts
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January 15, 2022
LILAK, Mega: Generational Bargains in Latin American Cable Equities
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January 15, 2022
Opportunities in Cyclicals: Louisiana-Pacific, Westlake Chemical
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January 15, 2022
Opera: Leading Independent Web Browser at Attractive Valuation
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January 15, 2022
Fairfax India: Well-Managed, Growing Holding Company at Discount
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