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capex
January 11, 2020
Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne
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January 11, 2020
Domino’s Pizza Group: Operational Improvement to Drive Rerating
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January 11, 2020
Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet
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January 11, 2020
Terravest Industries: Rollup Done the Right Way, Aligned Management
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January 11, 2020
Gruma: Well-Managed, World-Leading Tortilla and Corn Flour Producer
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January 11, 2020
OXY: Opportunity to Invest on Better Terms Than Those Berkshire Received
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January 10, 2020
Hemisphere Media: Unique Hispanic Media Assets, Strong Management
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January 10, 2020
Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds
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January 10, 2020
PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF
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January 10, 2020
Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition
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January 10, 2020
Century Casinos: Transformational Acquisition Provides Upside
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January 10, 2020
Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts
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January 9, 2020
Cars.com: Depressed Valuation Despite Inflection Year Ahead
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January 9, 2020
Keywords: Compounder in Video Game Content Creation Industry
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January 9, 2020
Synchrony: Card Issuer with Valuable Data Analytics Business
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January 9, 2020
Dundee Corp.: Steep NAV Discount Despite Asset Rationalization
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January 9, 2020
MiX Telematics: Owner-Operated Leader with Long Growth Runway
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January 8, 2020
Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators
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January 7, 2020
Best Ideas 2020 Preview: KVH Industries
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December 22, 2019
Merry Christmas from Mr. Market?
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