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Equities
January 22, 2021
Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value
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January 21, 2021
Agro Tech Foods: Long Compounding Runway in Branded Food
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January 21, 2021
Nice Info: Well-Managed, High-ROIC Credit Information Leader in Korea
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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
FlatexDEGIRO: Combined Firm Among Fastest-Growing Online Brokers
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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 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 20, 2021
Sprouts: Specialty Grocer With Solid Execution and Capital Allocation
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 19, 2021
Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader
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January 19, 2021
IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India
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January 19, 2021
Gartner: Capital-Light, Growing Technology Research Leader
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January 19, 2021
FDJ: Asset-Light, Government-Supported Monopoly With Strong FCF
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January 19, 2021
Keith Smith on Velocity in Fragmented Markets, Three Specific Ideas
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January 19, 2021
Tile Shop: Orphaned Specialty Retailer With Relisting Catalyst
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January 19, 2021
America Movil: Quality Telecom Asset With Tower Divestment Catalyst
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January 18, 2021
IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand
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