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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 15, 2022
Rent-A-Center: Transformed Into High-Growth Fintech Platform
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January 15, 2022
LILAK, Mega: Generational Bargains in Latin American Cable Equities
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January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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January 12, 2022
Houghton Mifflin: Digital Transition Improves Cash Generation
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January 12, 2022
PG&E: Valuation Discount Unwarrated Under New Management
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January 9, 2022
Telsys: Global Leader in Growing Niche Market With High Margins
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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October 10, 2021
EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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