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Transcripts
November 6, 2024
UBS CIO Mark Haefele Discusses His Book, The New Rules of Investing
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October 30, 2024
OSB Group: Shareholder-Friendly UK Specialty Mortgage Lender
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October 29, 2024
Lanxess: Specialty Chemicals Provider with Improving Balance Sheet
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October 29, 2024
SDI Group: High-ROTCE UK Serial Acquirer of Scientific Instruments
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October 2, 2024
Ted Seides Shares Insights from His Book, Private Equity Deals
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September 25, 2024
Capital Allocation Lessons from Business Leader Henry Singleton
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September 7, 2024
Luca Dellanna on Why Long-Term Investors Must Understand Ergodicity
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June 27, 2024
US Lime & Minerals: Revisiting an Unexpected Compounder
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June 27, 2024
Vivendi: French Media Conglomerate, Discount Ready to Unwind
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June 27, 2024
Vente-unique: Cost Leader in Fragmented Furniture Market
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June 27, 2024
Uber: Large Market Opportunities, FCF Inflection, Multi-Faceted Moat
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June 27, 2024
Games Workshop: Loyal Community, Self-Reinforcing Business Model
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June 27, 2024
Hagerty: Leader in Collector Car Insurance, With Reinvestment Runway
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June 26, 2024
Rentokil: High-Quality Pest Control Business With Economies of Scale
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June 26, 2024
Melrose Industries: Great Business, Capital Returns, Decade of Tailwinds
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June 26, 2024
Topgolf: Well-Managed Emerging Compounder With Long Runway
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June 25, 2024
Harrow: Transformed to Branded Pharma With Ophthalmic Portfolio
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June 25, 2024
Paycom: Owner-Operated Business at Discount to Peers ADP, Paychex
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June 25, 2024
Enerpac: Transformed Market Leader, With Pricing Power, New CEO
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June 25, 2024
LSI Industries: Growing, High-ROIC Commercial Lighting Provider
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