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January 17, 2023
Heritage-Crystal Clean: Wide-Moat Route Density Business
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January 17, 2023
Medifast: Weight Loss Manager Undergoing Temporary Slowdown
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January 17, 2023
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
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January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood
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January 16, 2023
Crossroads Impact: Advantaged Leader in Growing, Massive Market
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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January 16, 2023
Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside
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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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December 22, 2022
Howard Marks and Chris Goulakos on Investing Amid Macro Challenges
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December 21, 2022
Will Thomson on Intelligent Investing in the Real Asset Ecosystem
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December 6, 2022
S3E07: When You Like the Business But Not the Management
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October 18, 2022
Qiagen: Medical Diagnostics Leader With Long Growth Runway
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October 18, 2022
S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount
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October 18, 2022
Mercedes-Benz: Global Leader in High-End Automotive Segment
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October 14, 2022
Lloyds Banking Group: Dominant UK Lender With Improving Outlook
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October 14, 2022
Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank
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