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October 15, 2021 WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry Read More

October 15, 2021 PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank Read More

October 14, 2021 Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business Read More

October 14, 2021 Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business Read More

October 14, 2021 British American Tobacco: Growing Leader at Double-Digit FCF Yield Read More

October 10, 2021 EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially Read More

August 5, 2021 James Aldigé on the Investment Philosophy of Clio Asset Management Read More

July 18, 2021 Aswath Damodaran on His Book, The Dark Side of Valuation Read More

July 18, 2021 Howard Schilit on Financial Shenanigans: How to Detect Fraud Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

July 10, 2021 Entegris: Benefiting From Increased Complexity in Semiconductors Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 10, 2021 Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry Read More

July 9, 2021 Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway Read More

July 8, 2021 Clarus: Owner-Operator Creating Value Through Capital Allocation Read More

July 7, 2021 Micron: Leader in Growing Industry With Supply-Side Discipline Read More

July 7, 2021 Eastern Company: Engineered Solutions Provider With Strong FCF Read More

July 7, 2021 Sprouts: Differentiated Grocer With Attractive Unit Economics Read More

June 28, 2021 Chuck Akre: Keeping It As Simple As Possible, But No Simpler Read More

May 12, 2021 Jon Bathgate on the Key Players and Trends in the Semiconductor Industry Read More