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Wide Moat


April 6, 2018 CARE Ratings: Second-Largest Credit Ratings Agency in India Read More
April 6, 2018 Bharti Infratel: Second-Largest Wireless Tower Company in India Read More
April 5, 2018 Halyk Savings Bank: Dominant Deposit Share in Kazakhstan Read More
April 5, 2018 Prada: Turning the Corner After Challenging Five-Year Period Read More
April 5, 2018 JD.com: Underappreciated Alibaba Challenger with Key Advantages Read More
April 5, 2018 Nocil: Competitively Advantaged Market Leader in Rubber Chemicals Read More
April 4, 2018 Keyence: Highest-Quality Business in Global Industrial Automation Space Read More
March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More
March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More
March 4, 2018 Embraer: Third-Largest Aircraft OEM Undervalued due to Short-Term Pressures Read More
January 13, 2018 KKR: Misunderstood, Venerable Asset Manager at Deep Discount Read More
January 13, 2018 Lear and Heidrick & Struggles: Two High Quality Free Cash Flow Bargains Read More
January 13, 2018 Cass Information Systems: Quality Business with Float and Optionality Read More
January 13, 2018 C&C Group: Moaty European Beverage Company with Turnaround Progress Read More
January 13, 2018 Naspers: Large Tencent Shareholder at Sum-of-the-Parts Discount Read More
January 13, 2018 Liberty Global Group and Lilac Global: LILAK’s Formal Separation from LGI a Catalyst Read More
January 13, 2018 Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry Read More
January 13, 2018 XPO Logistics: Well-Managed Global Leader a Potential Acquisition Target 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
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