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Transcripts
January 10, 2019
Diversified Royalty and Athabasca Oil: Small-Cap Opportunities in Canada
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January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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January 9, 2019
Brandon Osborn on Concentrated Patience — an Entrepreneur’s Perspective
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January 8, 2019
David Barr on Value Investing and the Business of Investing
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January 5, 2019
Tom Gayner in Wide-Ranging Conversation During Visit to India
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November 27, 2018
Glenn Surowiec on Controlling Emotions and Temptation
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November 27, 2018
Saahill Desai on the Investment Approach of a Family Office
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November 27, 2018
David Marcus on Great Owner-Operated Businesses in Europe
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November 5, 2018
James Simons Reflects on a Mathematician’s Career in Finance
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October 29, 2018
Tim Yates on Lessons Learned as a Public Company Director
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October 23, 2018
Bryan Lawrence on Intelligent Investing in the Energy Sector
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October 13, 2018
Akka Technologies: Management Plan for 2022 Ambitious But Achievable
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October 13, 2018
Crest Nicholson: Debt-Free, Undervalued UK Homebuilder
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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October 12, 2018
LafargeHolcim: Construction Materials Leader Investing in Growth Capex
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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October 12, 2018
Yara: Outlook Brightening for World’s Largest Fertilizer Producer
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October 12, 2018
Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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