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October 17, 2023 Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller Read More

September 26, 2023 Dede Eyesan on His Research Report, Global Outperformers Read More

June 24, 2023 Sprouts: Attractive Grocery Business With Friendly Capital Allocation Read More

June 23, 2023 LSEG: Improving Data Monetization Following Refinitiv Acquisition Read More

June 22, 2023 Bandai Namco: Entertainment Company With Strong IP and Culture Read More

February 23, 2023 Outperforming by Focusing on Good Businesses With Low Expectations Read More

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

January 16, 2023 Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending Read More

January 14, 2023 Thinking in First Principles: Focusing on Duration in Equity Investing Read More

January 8, 2023 Get Your Capital a Passport: Traveling Beyond the United States to Invest Read More

December 22, 2022 Howard Marks and Chris Goulakos on Investing Amid Macro Challenges Read More

December 21, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

December 21, 2022 Christopher Tsai on Intelligent Investing in an Age of Disruption Read More

July 1, 2022 Spotify: High-ROI Grower With Scale, Brand, and Network Effects Read More

July 1, 2022 Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader Read More

July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More

July 1, 2022 Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers Read More

April 22, 2022 Harshan Jeyakumar on Intelligent Investing in Cleantech Read More

April 7, 2022 Aucnet: Cash-Generative Business, Misunderstood Growth Prospects Read More

April 6, 2022 Aegis Logistics: Leading Services Provider With Strong Earnings Growth Read More