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January 13, 2026 Brookfield Corp.: Owner-Operated Long-Term Capital Allocation Platform Read More

January 9, 2026 Akamai: Underappreciated Shift to Security and Compute Drives Value Read More

January 9, 2026 Jeff Auxier on His Timeless Investment Principles, 2026 Outlook, and Fiserv Read More

January 8, 2026 Subsea 7: Saipem Merger Creates Scale and Shareholder Value Read More

January 8, 2026 Celsius: Capitalizing on the “Better-For-You” Shift in Energy Drinks Read More

January 8, 2026 Global Atomic: Strategic Bet on the Looming Uranium Supply Deficit Read More

January 8, 2026 PBAM: Well-Run SoCal Bank With Top-Decile ROA, Uplisting Potential Read More

January 7, 2026 Intrepid Potash: Fertilizer Recovery Play, With Lithium/Land Optionality Read More

January 7, 2026 Gimat: The Turkish “Costco” With a Decades-Long Growth Runway Read More

January 7, 2026 GCI Liberty: Cash Cow Asset With Tax Shields and M&A Optionality Read More

January 6, 2026 TBC Bank: A Mispriced Digital Growth Story in Central Asia Read More

January 6, 2026 Greggs: Capital Cycle Inflection and the Path to Margin Recovery Read More

January 6, 2026 AbraSilver: Silver/Gold Explorer in Argentina With Proven Management Read More

November 12, 2025 Alcon: Razor-Blade Moat in Eye Care, With Margin Expansion Catalyst Read More

November 12, 2025 Richard Oldfield on His Book and Value-Oriented Philosophy Read More

November 8, 2025 Jacquet Metals: Well-Run Cyclical Leader Trading at Trough Multiple Read More

November 8, 2025 Alten: Disciplined Acquirer With Misperceived Cyclicality on Sale Read More

November 5, 2025 SFS Group: Self-Help and Cyclical Recovery Driving Margin Upside Read More

November 3, 2025 Diageo: Short-Term Noise Obscures Cash-Gushing Quality Business Read More

November 1, 2025 Barratt: Well-Run UK Homebuilder at Discount to Liquidation Value Read More