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Media
January 17, 2023
SAP: SaaS Transition, Acquired Business Growth, Margin Expansion
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January 17, 2023
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023
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January 17, 2023
Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry
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January 17, 2023
Three NCAV Bargains: Car Mate Mfg, Daiken Co, Playmates Toys
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January 17, 2023
HDFC Bank: Sustainably Growing Market Share Leader in India
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January 17, 2023
Heritage-Crystal Clean: Wide-Moat Route Density Business
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January 17, 2023
Medifast: Weight Loss Manager Undergoing Temporary Slowdown
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January 17, 2023
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
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January 17, 2023
S3E09: Private Equity and the Game of Volatility Laundering
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January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood
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January 16, 2023
Crossroads Impact: Advantaged Leader in Growing, Massive Market
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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January 16, 2023
Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside
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January 16, 2023
Liberty Braves: Growing Monopoly With Unappreciated Catalyst
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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December 29, 2022
Bill George on His Leadership Style as Former CEO of Medtronic
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December 28, 2022
S3E08: Why 2022 Was a Year to Remember and Possibly a Turning Point
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