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Member Podcasts
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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January 18, 2024
Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business
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January 18, 2024
Piaggio: Family-Controlled, Well-Run Owner of Iconic Two-Wheeler Brands
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January 18, 2024
DSGR: Transformed, Growing, Owner-Operated Specialty Distributor
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January 18, 2024
Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans
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January 18, 2024
Capri/Tapestry: M&A Arbitrage Situation With Attractive Risk/Reward
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January 17, 2024
TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point
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January 17, 2024
American Express: Well-Run, Cheap Compounder Hiding in Plain Sight
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January 17, 2024
Aaron Edelheit Shares His Thoughts on the Cannabis Industry
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January 16, 2024
nLIGHT: Founder-Led Laser Business, Expanding Into Defense Market
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January 16, 2024
Jeff Auxier Shares His Thoughts on Value Investing and Arch Capital
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January 16, 2024
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2024
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January 15, 2024
KINX: High-Quality, Growing Data Center Services Provider in Korea
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January 15, 2024
DRDGOLD: Niche Player, Synergistic Relationship With Parent Sibanye
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January 15, 2024
Hingham: Well-Run, Conservative Bank With Deposit Cost Advantage
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January 14, 2024
Heineken: Global Beer Runner-Up With Improvement Potential
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January 14, 2024
HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE
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