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July 18, 2021
Howard Schilit on Financial Shenanigans: How to Detect Fraud
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Entegris: Benefiting From Increased Complexity in Semiconductors
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July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 10, 2021
Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry
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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
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July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
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July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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April 16, 2021
ICICI Securities: Asset-Light, Cash-Generative Online Finance Leader
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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January 28, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 18, 2021
IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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