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April 15, 2022 Nykaa: Category-Defining Retail Platform With Proven Leadership Read More

April 9, 2022 Mongolia: Three Investment Ideas to Access This Growing Frontier Market Read More

March 18, 2022 Kai Wu on Intangible Value: Expanding Intrinsic Value to Include Intangibles Read More

March 18, 2022 Ravi Dharamshi on Value-Oriented Investing in India Read More

January 30, 2022 Global Fashion Group: Well-Positioned E-Commerce Player at Discount Read More

January 15, 2022 Serial Growth, Operating Leverage in Consolidating Fragmented Industries Read More

January 13, 2022 Acme United: Steadily Growing Supplier of Niche Consumer Products Read More

January 13, 2022 Nielsen: Well-Positioned After Sale of Consumer Products Business Read More

January 13, 2022 LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands Read More

January 9, 2022 Glass House Brands: Cannabis Company With High Optionality Read More

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

December 14, 2021 Glenn Surowiec on Value-Oriented Investing on the Right Side of Change Read More

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

November 4, 2021 Jim and Abigail Zimmerman on the Philosophy of Lowell Capital Read More

October 15, 2021 GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO Read More

October 15, 2021 JDE Peet’s: Busted IPO of Market-Leading Pure-Play Coffee Roaster Read More

October 15, 2021 Future plc: Highly Successful Buy-and-Build Strategy in Media and Publishing Read More

October 14, 2021 Amrest: Owner-Operated, Growing European Fast Food Operator Read More

October 14, 2021 Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business Read More

October 14, 2021 British American Tobacco: Growing Leader at Double-Digit FCF Yield Read More