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Discover Great Ideas Podcast
April 26, 2024
GHCL Textiles: Strong Management, With Proven Record of Value Creation
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April 25, 2024
Café de Coral: Hong Kong Fast-Food Chain in Post-COVID Margin Recovery
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April 25, 2024
ideaForge: India’s Founder-Led Drone Technology Champion
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April 25, 2024
Intelligent Monitoring: Australasia’s Largest Security Monitoring Player
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April 23, 2024
Adani Ports: Largest Private Sector Port Operator in India
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April 23, 2024
Bank CenterCredit: Third-Largest Bank in Kazakhstan at Deep Discount
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April 23, 2024
Daiei Kankyo: Waste Manager With Organic and M&A Growth
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April 23, 2024
Zenkoku Hosho: Japan’s Only Independent Credit Guarantee Firm
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April 23, 2024
Manappuram: Owner-Operated Non-Banking Financial Company
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February 6, 2024
Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko
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February 5, 2024
Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset
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February 5, 2024
Dino Polska: Owner-Operated Compounder With Long Runway
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February 5, 2024
Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset
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February 1, 2024
Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless
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February 1, 2024
Hargreaves: Misunderstood Sum-of-the-Parts Bargain With Catalysts
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February 1, 2024
DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity
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January 19, 2024
LSB: Transformed, Competitively Advantaged Ammonia Producer
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January 19, 2024
CAB Payments: Bombed-Out Price Creates Asymmetrical Opportunity
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January 19, 2024
Cromwell Property: Real Estate Owner and Asset Manager at Deep Discount
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January 18, 2024
Sartorius Stedim Biotech: Transitory Effects Overshadow Secular Growth
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