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capital allocation
January 31, 2020
Select Portfolio Investments: Building Products Companies
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January 18, 2020
Highlighted Tweet by mjmauboussin
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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
KVH: Transitioning to Subscription Model, with Growth Ahead
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January 11, 2020
Liberty: Oilfield Services Firm with Leading Operational Execution
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January 10, 2020
Charles River: Dominant Pre-Clinical Research Services Outsourcer
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January 10, 2020
Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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January 10, 2020
PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF
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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
Progressive: Consistent Grower in Direct Segment of Auto Insurance
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January 9, 2020
Cars.com: Depressed Valuation Despite Inflection Year Ahead
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January 9, 2020
Synchrony: Card Issuer with Valuable Data Analytics Business
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January 9, 2020
MiX Telematics: Owner-Operated Leader with Long Growth Runway
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January 9, 2020
Cars.com: Leading Online Car Listing Site at Depressed Valuation
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January 9, 2020
Glenn Surowiec Shares Value Investing Insights and Ideas
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