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January 17, 2023 IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions Read More

January 16, 2023 Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst Read More

January 16, 2023 Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty Read More

January 16, 2023 Nestle: Changes in Culture and Portfolio Drive Growth Acceleration Read More

January 16, 2023 Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside Read More

January 13, 2023 Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview) Read More

January 6, 2023 Best Ideas 2023 Preview: Sprott Physical Uranium Trust Read More

December 22, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

December 22, 2022 Ian Clark on Private Equity-Style Investing in the Power Sector Read More

December 22, 2022 Tom Russo on Investing in Businesses With a Capacity to Suffer Read More

October 18, 2022 Qiagen: Medical Diagnostics Leader With Long Growth Runway Read More

October 18, 2022 S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount Read More

October 18, 2022 AcadeMedia: Leading Education Company in Northern Europe Read More

October 14, 2022 Pandora: Steadily Growing Jewelry Retailer With Global Footprint Read More

October 11, 2022 Universal Music Group: World’s Largest Owner of Music Rights Read More

October 5, 2022 Finding Value in European Banks and Other Old Economy Sectors Read More

October 5, 2022 Automotive Industry: Attractive Medium-Term Investment Case Read More

August 21, 2022 Kevin Durkin on His Investment Philosophy and Process Read More

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

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More