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Financials
February 17, 2021
Marc Rubinstein on Financial Regulation and the Policy Triangle
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February 9, 2021
Marc Rubinstein on the DTCC and the Story of Clearing
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January 28, 2021
Marc Rubinstein on Tinkoff Bank, Russia’s Capital One
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January 26, 2021
Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record
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January 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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January 22, 2021
Safeguard Scientifics: Liquidation Plan Implies Attractive IRR
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January 20, 2021
FlatexDEGIRO: Combined Firm Among Fastest-Growing Online Brokers
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 19, 2021
Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader
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January 19, 2021
IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India
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January 19, 2021
Keith Smith on Velocity in Fragmented Markets, Three Specific Ideas
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January 18, 2021
Marc Rubinstein on Blue Owl Capital and the Economics of Private Equity
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January 17, 2021
Comerica: Long-Tenured Banking Business With Downside Protection
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 12, 2021
Marc Rubinstein on Dee Hock, Founder of Visa and Father of Fintech
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December 21, 2020
Marc Rubinstein on the Evolution and Business Model of Square, Inc.
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December 15, 2020
Marc Rubinstein on Reinventing Goldman Sachs
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December 8, 2020
Marc Rubinstein on S&P Global and the Business of Benchmarking
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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