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Transportation
October 5, 2022
Automotive Industry: Attractive Medium-Term Investment Case
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January 22, 2022
Aviation Finance: Interviews with the CEOs of AerCap, Air Lease, Others
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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January 11, 2020
Terravest Industries: Rollup Done the Right Way, Aligned Management
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January 11, 2020
Diamond S Shipping: Recently Formed, With Highly Capable CEO
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January 11, 2020
Adrian Saville: Three Value Investment Ideas in South Africa
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November 10, 2019
Babcock International: Stable Business with High Barriers to Entry
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October 24, 2019
The Oil Tanker Industry: The Pendulum Swings Back
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October 1, 2019
Inconsistency in BMW’s Financial Indicators
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January 12, 2019
Shanghai Int’l Airport: Munger’s Way of Investing in China’s Growth
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January 12, 2019
Star Bulk Carriers: Well-Run, Well-Capitalized Dry Bulk Shipper
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January 12, 2019
Cummins: Diesel Engine Maker with Shareholder-Friendly Management
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January 12, 2019
ZTO Express: Express Delivery and Value-Added Logistics in China
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September 14, 2018
Landstar System: Third-Party Logistics Leader in Trucking
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July 27, 2018
Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate
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July 25, 2018
Investment Update on the Airline Industry
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June 29, 2018
Golar LNG: Owns Assets Crucial to Filling Gaps in Natural Gas Supply Chain
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June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
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April 6, 2018
GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low
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April 5, 2018
Suzuki Motor: A Play on the Underpenetrated Indian Auto Market
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