January 13, 2018 Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry Read More
January 13, 2018 Two Large-Cap Compounders in Asia: Taiwan Semiconductor Manufacturing and Tencent Holdings Read More
January 13, 2018 Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor Read More
January 12, 2018 Discovery Communications: Acquisition of Scripps Creates Attractive Entry Point Read More
January 12, 2018 Saigon Cargo Services: Vietnamese Air Cargo Terminal Operator with Growth “Runway” Read More
January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 11, 2018 O’Reilly Auto Parts: Leading Retailer of Automotive Parts with Distribution Advantage Read More
January 11, 2018 First Republic: Retail Franchise with Superior Service for High Net Worth Individuals Read More
October 1, 2017 Sean Stannard-Stockton on Intelligent Investing, Competitive Advantage, and Building a Firm Read More
