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Europe
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
Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker
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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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October 5, 2020
Commodity Sectors: Valuation, Fundamentals, and Sentiment
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September 10, 2020
Zalando Investment Thesis: The Fashion Platform of the Future
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August 18, 2020
BP: From International Oil Company to Integrated Energy Company
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May 21, 2020
Bakkafrost: Owner-Operated Salmon Producer With Durable Moat
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January 11, 2020
Domino’s Pizza Group: Operational Improvement to Drive Rerating
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January 11, 2020
GigaMedia, Trilogiq, Charle: Three Net Current Asset Value Bargains
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January 11, 2020
Gestamp: Owner-Operated Tier 1 Auto Supplier at Low Valuation
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January 11, 2020
OL Groupe, AFC Ajax: European Football Ideas with Real Asset Backing
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January 11, 2020
Spark: Online Dating Company, Cheap After Selling Pressure in 2019
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January 11, 2020
Coca-Cola Hellenic Bottling: Multiple Ways to Win
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January 10, 2020
Aker: Well-Managed Industrial Investment Holding at Discount
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January 9, 2020
Keywords: Compounder in Video Game Content Creation Industry
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January 8, 2020
Hammerson: REIT with Attractive Retail Assets at Discount to NAV
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