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Global
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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January 18, 2021
Nuance: Leader in Software-Driven Voice Transcription for Physicians
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January 17, 2021
BP: Low-Risk Way to Gain Exposure to Renewable Energy Transition
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January 17, 2021
WestRock: Integrated Producer of Corrugated and Paper Products
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January 17, 2021
Comerica: Long-Tenured Banking Business With Downside Protection
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January 17, 2021
RCI Hospitality: Well-Run Operator With Reinvestment Opportunities
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January 17, 2021
Ciner Resources: Global, Lowest-Cost Producer of Natural Soda Ash
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January 17, 2021
Cato: Profitable Retailer With Hidden Real Estate and Excess Cash
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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