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Europe
October 13, 2021
Hexagon Composites: Niche Leader in Low-Carbon Energy Transition
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October 12, 2021
Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper
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May 25, 2021
Storytel CFO on the Swedish Audiobook Streaming Service
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May 18, 2021
Rickard Vallöf on Competitive Trends in European Grocery Retail
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 22, 2021
Spark Networks: Leading Portfolio of Niche Dating Websites
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January 22, 2021
eDreams: Online Travel Agency With Growing Membership Revenue
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January 22, 2021
Naked Wines: DTC Model Provides Superior Value Proposition
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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
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 19, 2021
Burford Capital: Misunderstood, High-ROIC Litigation Finance 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 18, 2021
IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand
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January 17, 2021
BP: Low-Risk Way to Gain Exposure to Renewable Energy Transition
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January 16, 2021
Bakkafrost: Family-Run, Leading Producer of Farmed Salmon
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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