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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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July 9, 2021
Sonatel: Double Play on Connectivity and Financial Services in West Africa
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July 9, 2021
Trulieve Cannabis: Strong Team, Barriers to Entry, Growth Profile
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July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
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July 8, 2021
Tile Shop: Up-Listed to Nasdaq, With Multiple Impending Catalysts
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Biodesix: Uniquely Differentiated AI Platform, With Catalysts Ahead
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July 8, 2021
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
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July 8, 2021
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
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July 8, 2021
Disney: Going Digital — Where Imagination and Experience Converge
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July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
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July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
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July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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July 7, 2021
Multibagger Returns in International Equities — A Study by Pictet
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June 17, 2021
Dan Rasmussen on Countercyclical Asset Allocation
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June 11, 2021
Brinton Johns on Complexity Investing: Resilience and Optionality
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May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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May 20, 2021
Will Barnes and Will Oliver on Looking for Greatness Qualitatively
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