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January 14, 2024 Heineken: Global Beer Runner-Up With Improvement Potential Read More

January 14, 2024 ISSC: New CEO, Expanding Margins, Value-Accretive Acquisition Read More

January 13, 2024 Zoom: Highly FCF-Generative Leader (“Verb”) in Video Communications Read More

January 13, 2024 Dollar Tree: Well-Regarded New CEO Pursuing Multi-Price Strategy Read More

January 13, 2024 Douglas Dynamics: Niche Market Leader, Earnings Normalization Ahead Read More

January 12, 2024 Large-Cap Multifamily REITs: Diversified, Antifragile, High Cap Rate Read More

January 12, 2024 Alico: Management Incentivized to Unlock Value of Florida Land Holdings Read More

January 12, 2024 Kering: Gucci Performance to Drive Turnaround at Luxury Goods Giant Read More

January 11, 2024 Card Factory: Well-Managed, High-ROIC Business With Two Catalysts Read More

January 10, 2024 G Mining Ventures: High FCF Likely After Near-Term Gold Mine Ramp-Up Read More

January 10, 2024 North American Construction, Ashtead Group, Builders FirstSource Read More

January 10, 2024 Ferroglobe: Delevered, Growing, Structurally More Profitable Read More

January 6, 2024 Christopher Tsai and Peter C. Keefe on Long-Term Outperformance Read More

January 6, 2024 Phil Ordway and Michael Mauboussin on the Art of Intelligent Investing Read More

January 6, 2024 Elliot Turner and Mario Cibelli on Investing and Activism in Small-Caps Read More

January 6, 2024 Will Thomson and Adam Lundin on Mining and the Lundin Group Read More

October 26, 2023 J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process Read More

October 20, 2023 Eurofins: Quality Business With Continuing Structural Growth Read More

October 20, 2023 ISS: Facility Management Services Leader With Customer Behavior Moat Read More

October 20, 2023 Savencia: Well-Managed French Cheese and Dairy Leader at Discount Read More