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business models
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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March 18, 2022
Ravi Dharamshi on Value-Oriented Investing in India
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 12, 2022
Houghton Mifflin: Digital Transition Improves Cash Generation
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January 7, 2022
The Barrier to Entry to Finding Great Investments
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January 5, 2022
Stay Cognizant of Market History, Focus on Cash Flow Over Stories
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December 14, 2021
Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 5, 2021
Disciplined Growth Investing in the Transition to Green Energy
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 16, 2021
Scott Davis on His Book, Lessons from the Titans
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