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Equities
October 7, 2020
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 7, 2020
Three European Companies at a Discount to Fair Value
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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October 6, 2020
MailUp: Marketing Automation Provider at Discount to Global Peers
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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October 6, 2020
Rocket Internet: Undervalued, But Minority Holders Expropriated
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October 6, 2020
Ferrari: Luxury Identity Brand with Enviable Business Model
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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September 1, 2020
TTI: Misunderstood and Overlooked Due to Complex Capital Structure
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August 18, 2020
BP: From International Oil Company to Integrated Energy Company
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
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