March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More
March 4, 2018 Standard Deviations of Different Types of Capital Allocation | Michael Mauboussin of Credit Suisse Read More
February 21, 2018 AIG: World-Class CEO, Accretive Capital Deployment, and Multi-Year ROE Recovery Read More
January 13, 2018 Steel Partners: Publicly-Traded LP Transforming into Owner of Operating Businesses Read More
January 12, 2018 Saigon Cargo Services: Vietnamese Air Cargo Terminal Operator with Growth “Runway” Read More
January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More
