September 14, 2018 Transcontinental: Key Supplier of Flexible Packaging in North America (TRANSCRIPT NOW AVAILABLE) Read More
September 14, 2018 Formula One: Liberty-Supported Management Reinvesting in Brand (TRANSCRIPT NOW AVAILABLE) Read More
September 14, 2018 Landstar System: Third-Party Logistics Leader in Trucking (TRANSCRIPT NOW AVAILABLE) Read More
September 7, 2018 Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT (TRANSCRIPT NOW AVAILABLE) Read More
September 1, 2018 Transocean: World Dominator of Offshore Drilling (TRANSCRIPT NOW AVAILABLE) Read More
September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture (TRANSCRIPT NOW AVAILABLE) Read More
September 1, 2018 Honma Golf: Turnaround at High-End Golf Club Maker (TRANSCRIPT NOW AVAILABLE) Read More
August 20, 2018 Facebook: Growth to Exceed Expectations for Years to Come (TRANSCRIPT NOW AVAILABLE) Read More
August 20, 2018 Moats: Measuring, Exploitations and Challenges, Quality vs. Price (TRANSCRIPT NOW AVAILABLE) Read More
August 20, 2018 TripAdvisor: Strong Network Effect with Monetization Opportunities (TRANSCRIPT NOW AVAILABLE) Read More
August 20, 2018 BofI: Compounding Machine in Form of Branchless Pure-Play Internet Bank (TRANSCRIPT NOW AVAILABLE) Read More
July 27, 2018 Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate (TRANSCRIPT NOW AVAILABLE) Read More
July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels (TRANSCRIPT NOW AVAILABLE) Read More
July 26, 2018 United States Lime & Minerals: Well-Positioned, with Strong Returns on Capital (TRANSCRIPT NOW AVAILABLE) Read More
