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asset management
January 16, 2021
Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate
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January 16, 2021
Bakkafrost: Family-Run, Leading Producer of Farmed Salmon
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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January 13, 2021
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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January 12, 2021
Ep. 24: Investing Amid Change | Building From First Principles
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January 2, 2021
Ep. 23: Wholesale Transfer Pricing | Investor Expectations for 2021
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December 22, 2020
Ep. 22: Counterfactual Thinking | Reflexivity as a Concept in Investing
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December 20, 2020
Complexity vs. Simplicity: Surprising Implications for Investors
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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December 10, 2020
Ep. 21: #Neversell | Subscription Models | Financial Services Disruption
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December 8, 2020
Ep. 20: Lessons from the 1930s | Slow Hunches in Business and Investing
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November 28, 2020
Ep. 19: Questions for CEOs | Industry Research | Overconfidence
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November 24, 2020
Crossroads Capital Letter: Our Own Link to the Past
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November 24, 2020
Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company
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November 14, 2020
Ep. 17: Idea Generation | Berkshire’s Q3 | Bond-Style Equity Analysis
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 7, 2020
Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool
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November 3, 2020
Ep. 15: Dividend Policy | Forecasting Surprises and Disasters
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