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Global
January 13, 2021
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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January 13, 2021
Vifor Pharma: Attractively Valued Specialty Pharma Company
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January 13, 2021
Walgreens Boots Alliance: High-Quality Business at High FCF Yield
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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November 25, 2020
Alibaba: Thoughts on Chinese Regulation of Internet Platforms
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 14, 2020
BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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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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