January 13, 2018 Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor Read More
January 12, 2018 Discovery Communications: Acquisition of Scripps Creates Attractive Entry Point Read More
January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More
January 11, 2018 Asset-Based Investing and BR Properties: Brazilian CRE Leader at NAV Discount Read More
January 11, 2018 O’Reilly Auto Parts: Leading Retailer of Automotive Parts with Distribution Advantage Read More
January 11, 2018 First Republic: Retail Franchise with Superior Service for High Net Worth Individuals Read More
