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airlines
October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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October 4, 2023
Airlines: A Smooth Takeoff, But Turbulence to Follow
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April 27, 2023
Japanese Small Value: Opportunity Set, Constraints, Valuations
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Thinking in First Principles: Focusing on Duration in Equity Investing
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Thought Exercise: Explaining the Global Macro Situation to a Martian
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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January 5, 2022
Stay Cognizant of Market History, Focus on Cash Flow Over Stories
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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Do & Co: Airline Catering Leader, Likely to Keep Gaining Market Share
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October 14, 2021
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
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August 21, 2021
Edward Chang on Investing in Undervalued Growth Stocks
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Learning From Jean-Marie Eveillard: Quotations and References
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Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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Christian Billinger on Investing in Clusters of High-Quality Businesses
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Overview of UnitedHealth: Broadest, Highest-Quality Network in the U.S.
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