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Discover Great Ideas Podcast
October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 15, 2021
Do & Co: Airline Catering Leader, Likely to Keep Gaining Market Share
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October 15, 2021
GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO
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October 15, 2021
Euronav: Tanker Giant Positioned to Take Advantage of Industry Cycle
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October 15, 2021
JDE Peet’s: Busted IPO of Market-Leading Pure-Play Coffee Roaster
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 14, 2021
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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October 14, 2021
Westwing: Founder-Led, Well-Run Online Retailer of Home Furnishings
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October 14, 2021
Iberpapel: Competitively Advantaged, Vertically Integrated Paper Producer
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October 14, 2021
Georgia Capital: Well-Managed Investment Holding at Discount
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October 13, 2021
Econocom: Turnaround With Double-Digit FCF Yield and Insider Buying
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October 13, 2021
Hexagon Composites: Niche Leader in Low-Carbon Energy Transition
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October 12, 2021
Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper
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August 9, 2021
Adam Rozencwajg on Value Investing in the Oil and Gas Sector
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July 30, 2021
Hugh Evans on the Investment Case for Collplant Biotechnologies
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Newer Posts »
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