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Transcripts
October 7, 2020
Three European Companies at a Discount to Fair Value
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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October 6, 2020
Ferrari: Luxury Identity Brand with Enviable Business Model
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October 5, 2020
Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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September 3, 2020
Barry Diller in Conversation with David Rubenstein
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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August 14, 2020
Episode 4: Position Management and Research | BRK Q2 Recap
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August 13, 2020
Matthew Prince on His Evolution as an Owner-Operator
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August 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
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July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
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July 26, 2020
Lawrence A. Cunningham on His Book, Dear Shareholder
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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July 3, 2020
Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
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