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antitrust
July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking
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October 17, 2020
Ep. 13: Corp. Tax Code | Sports and Investing | AT&T Breakup Lessons
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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February 8, 2020
TripAdvisor: Escalating Challenges in Core Meta Business
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February 2, 2020
Select Portfolio Investments: Financials
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November 2, 2019
Mohnish Pabrai on How Biases Lead to Investment Mistakes
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August 12, 2019
James Cortada on His Book, IBM
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July 23, 2019
Perspectives on Selected Holdings of the Ensemble Fund
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July 16, 2019
Ensemble Capital’s Updated Investment Thesis on Alphabet
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June 27, 2019
Facebook: Increasing Role of Commerce Across All Platforms
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June 12, 2019
Davis Advisors on Long-Term Value Investing
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June 3, 2019
Highlighted Tweet by ElliotTurn
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March 13, 2019
Highlighted Tweet by stevesi
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August 20, 2018
Facebook: Growth to Exceed Expectations for Years to Come
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July 27, 2018
Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate
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January 30, 2018
Guy Spier on Investing in Europe and Beyond
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