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Discover Great Ideas Podcast
January 15, 2022
Serial Growth, Operating Leverage in Consolidating Fragmented Industries
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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January 14, 2022
Cano Health: Provider With Game-Changing Incentive System
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January 14, 2022
Grupo Sura: Undervalued Colombian HoldCo With Quality Assets
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January 14, 2022
Tuesday Morning: Post-Bankruptcy Equity With Positive Outlook
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January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
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January 14, 2022
Silicon Motion: Highly Profitable, Gaining Share, Yet Lowly Valued
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January 14, 2022
Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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January 13, 2022
Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light
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January 13, 2022
Acme United: Steadily Growing Supplier of Niche Consumer Products
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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January 13, 2022
Applus: Growing, Top Ten Player in Testing, Inspection, and Certification
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January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
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January 13, 2022
CNH Industrial: Well-Managed Post-Spinoff RemainCo at Discount
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January 13, 2022
LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands
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January 13, 2022
FICO: Pricing Power, Double-Digit Organic Growth, High Margins
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January 13, 2022
Suveer Bhatia on Norton LifeLock, Thai Beverage Company
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January 13, 2022
Vacasa: Leading U.S. Vacation Rental Property Management Company
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January 13, 2022
Tredegar: Normalized Business Stronger Than It May Appear
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