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Jockey Stocks
June 28, 2019
KKR: Lowly Valued Buyout Pioneer with Rock-Solid Balance Sheet
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May 20, 2019
Talks at Google: John Mihaljevic on Idea Generation
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January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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January 10, 2019
Liberty Sirius XM: Market Reaction to Pandora Deal Offers Opportunity
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November 27, 2018
David Marcus on Great Owner-Operated Businesses in Europe
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September 1, 2018
Bunzl: Customer-Obsessed Business with Strong Corporate Culture
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August 14, 2018
Hidden Advantages to Hybrid Public-Family Businesses
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August 9, 2018
Hate for Cable, Change of Heart for DISCA?
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June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
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June 27, 2018
Starbucks: International Growth Opportunity Remains Intact
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June 27, 2018
Charter: Fears of Slowdown in Core Broadband Business Overblown
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June 27, 2018
Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries
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June 27, 2018
IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value
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June 3, 2018
Edelweiss: Well-Managed, Growing, Diversified Financial Services Firm
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June 1, 2018
Meritz: Financial Holding Company in Korea, with Merit-Based Culture
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April 29, 2018
AIN: Leader in Fragmented Pharmacy Dispensing Business in Japan
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April 6, 2018
CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses
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April 5, 2018
Reliance: Digital Tech Subsidiary, Jio, Underappreciated by Investors
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April 5, 2018
Prada: Turning the Corner After Challenging Five-Year Period
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