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Transcripts
July 18, 2021
Ted Seides on Capital Allocators: How the World’s Elite Managers Lead…
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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July 10, 2021
Entegris: Benefiting From Increased Complexity in Semiconductors
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July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 10, 2021
Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry
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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
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July 8, 2021
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
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July 8, 2021
Disney: Going Digital — Where Imagination and Experience Converge
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July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
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July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
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July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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June 1, 2021
Larry Cunningham on Margin of Trust: The Berkshire Business Model
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