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capex
January 16, 2019
Viper Energy: Royalty Company Growing via CF-Accretive Deals
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January 11, 2019
National Oilwell Varco: Dominant Supplier, Transformed
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January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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January 10, 2019
Diversified Royalty and Athabasca Oil: Small-Cap Opportunities in Canada
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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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January 5, 2019
Best Ideas 2019 Preview: PDF Solutions
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January 1, 2019
On Valuing Great Businesses
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October 16, 2018
Highlights from European Investing Summit 2018
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October 13, 2018
Crest Nicholson: Debt-Free, Undervalued UK Homebuilder
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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October 12, 2018
LafargeHolcim: Construction Materials Leader Investing in Growth Capex
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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October 12, 2018
Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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October 11, 2018
John Wood: Oil & Gas Engineering Leader with Strong Management
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October 11, 2018
Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang
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October 9, 2018
A Postcard from Spain
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October 3, 2018
Great Canadian Gaming: Toronto Bundles to Boost EBITDA
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September 29, 2018
What If TV Is Actually Not “Dead”?
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