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Consumer Discretionary
January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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May 18, 2021
Rickard Vallöf on Competitive Trends in European Grocery Retail
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January 21, 2021
AutoZone: Well-Run Auto Parts Retailer With Growth Prospects
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January 20, 2021
Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway
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January 19, 2021
FDJ: Asset-Light, Government-Supported Monopoly With Strong FCF
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January 19, 2021
Keith Smith on Velocity in Fragmented Markets, Three Specific Ideas
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January 19, 2021
Tile Shop: Orphaned Specialty Retailer With Relisting Catalyst
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January 17, 2021
RCI Hospitality: Well-Run Operator With Reinvestment Opportunities
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January 17, 2021
Cato: Profitable Retailer With Hidden Real Estate and Excess Cash
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January 16, 2021
American Outdoor: Gaining Share in Attractive, Fragmented Industry
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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
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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January 13, 2021
U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 7, 2020
Three European Companies at a Discount to Fair Value
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October 6, 2020
Ferrari: Luxury Identity Brand with Enviable Business Model
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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