February 21, 2018 AIG: World-Class CEO, Accretive Capital Deployment, and Multi-Year ROE Recovery Read More
January 13, 2018 Liberty Global Group and Lilac Global: LILAK’s Formal Separation from LGI a Catalyst Read More
January 13, 2018 Two Large-Cap Compounders in Asia: Taiwan Semiconductor Manufacturing and Tencent Holdings Read More
January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More
January 11, 2018 O’Reilly Auto Parts: Leading Retailer of Automotive Parts with Distribution Advantage Read More
