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asset management
April 27, 2023
Quantitative Value with Momentum: Strategy, Algorithm, Holdings
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April 27, 2023
CCLP: Leading Coffee Processor with Improving Business Quality
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April 27, 2023
Boeing: Compelling Investment in Light of Volatile US-China Relations
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April 26, 2023
Glenmark Pharma: Gaining Market Share, Improving Capital Allocation
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April 26, 2023
RACL Geartech: Owner-Operated, Growing, High-Quality Gear Maker
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January 31, 2023
S3E10: Beaten-Down, Money-Losing Growth Businesses
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January 24, 2023
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
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January 19, 2023
Highlighted Tweet by WillowOak2017
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January 19, 2023
Kroger: Well-Positioned Food Retailing Leader at Discount to Market
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January 19, 2023
Newtek: Valuation Opportunity Due to Transition From BDC to Bank
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 18, 2023
Orion Engineered Carbons: Earnings Inflection Story in EV Components
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January 18, 2023
Charter: Depressed Sentiment Despite Steady FCF Generation
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January 18, 2023
Ströer: Family-Controlled Out-of-Home Advertising Company
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January 18, 2023
Trigano: Family-Controlled European Leader in Leisure Vehicles
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January 17, 2023
Admiral Group: Largest UK Auto Insurer, With Unique Culture
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January 17, 2023
Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry
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January 17, 2023
S3E09: Private Equity and the Game of Volatility Laundering
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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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January 11, 2023
Intelligent Investing in a Markedly Different Investment Environment
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