January 13, 2018 S&U: Family-Controlled UK Subprime Auto Lender with Underappreciated Intrinsic Value Read More
January 13, 2018 Two Large-Cap Compounders in Asia: Taiwan Semiconductor Manufacturing and Tencent Holdings Read More
January 12, 2018 IES Holdings: Well-Managed, Owner-Operated Rollup in Electrical Wiring Services Read More
January 12, 2018 Discovery Communications: Acquisition of Scripps Creates Attractive Entry Point Read More
January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More
January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More
January 11, 2018 Sears Hometown and Outlet: Deeply Undervalued Retailer on Verge of Inflection Point Read More
