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Diary
October 18, 2023
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
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October 18, 2023
Teleperformance: Founder-Led, Growing Customer Service Provider
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October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
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October 18, 2023
Niox: Asthma Diagnostics Business Undergoing Positive Change
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October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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October 17, 2023
Adyen: Likely Winner in Global Payment Wars, Despite Challenges
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October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
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October 17, 2023
Petershill Partners: Attractive Portfolio of General Partner Interests
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October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
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October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
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October 17, 2023
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
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September 27, 2023
Europe’s Higher Profitability Among Firms Trading at Deep Discounts
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September 26, 2023
J.Dennis Jean-Jacques on Investing in Dislocations
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September 8, 2023
What Higher Rates Mean for Housing and Mortgage Markets
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June 22, 2023
Bandai Namco: Entertainment Company With Strong IP and Culture
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February 9, 2023
PINFRA: Concession Operator of Roads and Other Infrastructure
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February 9, 2023
Clean Harbors: Scale-Advantaged Environmental Services Leader
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January 24, 2023
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
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January 19, 2023
Fairfax India: Collection of High-Quality Assets at Discount to NAV
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January 19, 2023
Edita Food: Powerful Brands and Durability in Developing World
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