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Transcripts
January 19, 2021
Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader
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January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
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January 18, 2021
IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand
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January 18, 2021
Nuance: Leader in Software-Driven Voice Transcription for Physicians
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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January 16, 2021
Loral: HoldCo Discount to Be Eliminated Post-Merger With Telesat
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January 16, 2021
Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate
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January 16, 2021
Bakkafrost: Family-Run, Leading Producer of Farmed Salmon
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds
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January 15, 2021
NVR: Capital-Returning Compounder With Long Homebuilding Runway
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 15, 2021
Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 14, 2021
RWE: European Utility Transitioning to Renewable Power Leadership
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January 14, 2021
Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow
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