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business models
October 17, 2023
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
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September 26, 2023
Dede Eyesan on His Research Report, Global Outperformers
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June 24, 2023
Sprouts: Attractive Grocery Business With Friendly Capital Allocation
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June 23, 2023
LSEG: Improving Data Monetization Following Refinitiv Acquisition
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June 22, 2023
Bandai Namco: Entertainment Company With Strong IP and Culture
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February 23, 2023
Outperforming by Focusing on Good Businesses With Low Expectations
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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January 8, 2023
Get Your Capital a Passport: Traveling Beyond the United States to Invest
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December 22, 2022
Howard Marks and Chris Goulakos on Investing Amid Macro Challenges
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December 21, 2022
Will Thomson on Intelligent Investing in the Real Asset Ecosystem
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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April 22, 2022
Harshan Jeyakumar on Intelligent Investing in Cleantech
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April 7, 2022
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
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April 6, 2022
Aegis Logistics: Leading Services Provider With Strong Earnings Growth
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