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accounting
January 16, 2024
Jeff Auxier Shares His Thoughts on Value Investing and Arch Capital
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January 14, 2024
HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE
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October 20, 2023
ISS: Facility Management Services Leader With Customer Behavior Moat
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October 18, 2023
Focus: Game Publisher Successfully Pursuing Vertical Integration
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October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
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September 28, 2023
Roshan Padamadan’s Musings on Crossover Investing
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September 27, 2023
Europe’s Higher Profitability Among Firms Trading at Deep Discounts
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September 26, 2023
Dede Eyesan on His Research Report, Global Outperformers
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June 25, 2023
KKR: Earning Power Growth Not Accurately Reflected in Recent EV
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June 24, 2023
Glanbia: Misvalued Power Brands in Structural Growth Industry
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June 24, 2023
Alphawave: Founder-Led Tech Leader Overcoming Growing Pains
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June 23, 2023
LSEG: Improving Data Monetization Following Refinitiv Acquisition
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June 23, 2023
Warner Bros. Discovery: Rapidly Deleveraging, Well-Run Media Giant
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June 22, 2023
Bandai Namco: Entertainment Company With Strong IP and Culture
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April 27, 2023
Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst
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April 27, 2023
Quantitative Value with Momentum: Strategy, Algorithm, Holdings
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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
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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January 19, 2023
Kroger: Well-Positioned Food Retailing Leader at Discount to Market
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