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Large Cap
May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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May 9, 2021
Octahedron Capital’s Investment Update on Alibaba
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January 26, 2021
Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record
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January 21, 2021
AutoZone: Well-Run Auto Parts Retailer With Growth Prospects
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January 21, 2021
Salesforce.com: Defensible Market Dominance, Profitable Growth
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 20, 2021
Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway
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January 19, 2021
Gartner: Capital-Light, Growing Technology Research Leader
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January 19, 2021
America Movil: Quality Telecom Asset With Tower Divestment Catalyst
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January 18, 2021
Nuance: Leader in Software-Driven Voice Transcription for Physicians
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January 17, 2021
BP: Low-Risk Way to Gain Exposure to Renewable Energy Transition
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January 17, 2021
WestRock: Integrated Producer of Corrugated and Paper Products
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
NVR: Capital-Returning Compounder With Long Homebuilding Runway
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January 15, 2021
Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
RWE: European Utility Transitioning to Renewable Power Leadership
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