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automotive
October 26, 2019
Peter Lynch on Making Money in the U.S. Stock Market
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October 11, 2019
Investors and Progress
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October 4, 2019
Duerr: Family-Controlled Leader in Automotive Paint Robots
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October 1, 2019
Inconsistency in BMW’s Financial Indicators
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August 5, 2019
Dan Bleicher on Compounders and Underfollowed Gems
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July 1, 2019
Levi Tillemann on His Book, The Great Race
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May 19, 2019
Update on Our Tower Semiconductor Thesis
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April 11, 2019
Lear Corp.: Leader in Auto Seating and Electrical Distribution Systems
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March 26, 2019
The Value of “Overvalued” Stocks
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March 5, 2019
Sierra Wireless: Benefiting from Sustained Industry Growth
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January 12, 2019
Aptiv: Leading Auto Supplier in Electrification and Autonomous Tech
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January 12, 2019
Boustead: Catalyst-Rich Asian Real Estate Stock at One-Third of NAV
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January 12, 2019
XPEL: Innovator in Paint Protection Film, Run by Owner/Operators
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January 11, 2019
Sensata: Highly Cash-Generative Automotive Sensor Leader
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January 11, 2019
Axalta: BRK Investee and Performance Coatings Leader Has Strategic Value
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January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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January 6, 2019
Best Ideas 2019 Preview: QAD Inc.
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December 16, 2018
Best Ideas 2019 Preview: AutoCanada
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October 23, 2018
Bryan Lawrence on Intelligent Investing in the Energy Sector
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October 13, 2018
Akka Technologies: Management Plan for 2022 Ambitious But Achievable
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