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January 13, 2022 AIG: Improving Operations, Cutting Costs, Returning Capital to Owners Read More

January 13, 2022 CNH Industrial: Well-Managed Post-Spinoff RemainCo at Discount Read More

January 13, 2022 Suveer Bhatia on Norton LifeLock, Thai Beverage Company Read More

January 12, 2022 SoftBank: Recent Controversies Create Attractive NAV Discount Read More

January 12, 2022 Discovery: Warner Deal and Strong FCF Underappreciated by Market Read More

January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More

January 11, 2022 S2E17: Large-Cap vs. SMid-Cap Valuations | Peter Bernstein on Survival Read More

January 9, 2022 Kaspi: E-Commerce, Fintech, and Payments Leader in Kazakhstan Read More

January 9, 2022 Centre Testing: Leading Testing and Inspection Provider in China Read More

January 5, 2022 Stay Cognizant of Market History, Focus on Cash Flow Over Stories Read More

December 21, 2021 S2E14: Superforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021 Read More

December 14, 2021 S2E13: Michael Mauboussin‘s Expectations Investing | The Right Amount of Lying Read More

December 14, 2021 Michael Mauboussin and Saurabh Madaan on Expectations Investing Read More

December 14, 2021 Nick Devlin and Elliot Turner on the Business Model of Naked Wines Read More

December 8, 2021 S2E12: The Future of Brands | Leadership Change at Twitter Read More

November 23, 2021 S2E11: Challenges of Forecasting in Business and Investing | Zillow’s Retreat Read More

November 16, 2021 S2E10: GE and the Deconglomeration Push | Kasparov Principle in Investing Read More

November 9, 2021 S2E9: Game Theory in Industries | Companies with Investment Function Read More

November 2, 2021 S2E8: Using Macro Data | An Area Ripe for Great Investment Ideas Read More

November 1, 2021 John Hathaway on Investing in the Gold Mining Sector Read More