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January 27, 2021 Naked Wines: Subscription-Based Business With Strong Unit Economics Read More

January 20, 2021 AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 19, 2021 IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India Read More

January 19, 2021 FDJ: Asset-Light, Government-Supported Monopoly With Strong FCF Read More

January 18, 2021 Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021 Read More

January 15, 2021 KVH Industries: Niche Market Leader With Incremental Growth Read More

January 14, 2021 ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps Read More

December 20, 2020 Why We Seek the Company of Long-Term Compounders Read More

October 7, 2020 Zalando: Enduring Competitive Moat of Size and Network Effects Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

September 10, 2020 Zalando Investment Thesis: The Fashion Platform of the Future Read More

July 3, 2020 Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader Read More

April 8, 2020 Mahindra Logistics: Asset-Light Third-Party Logistics Provider in India Read More

March 27, 2020 Elliot Turner on Intelligent Investing in Crisis Mode: The COVID Response, and Selected Ideas Read More

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 10, 2020 BioSpecifics: Early-Stage Medical Firm with FCF and Optionality Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

October 15, 2019 Intelligent Cloning: Evaluating Allison Transmission Read More

October 9, 2019 Highlights from European Investing Summit 2019 Read More