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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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July 1, 2022
Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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June 30, 2022
Universal Music Group: Scale Affords Negotiating Leverage
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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June 28, 2022
FlatexDegiro: Competitively Advantaged Low-Cost Online Broker
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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April 15, 2022
Nykaa: Category-Defining Retail Platform With Proven Leadership
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April 9, 2022
Phoenix Mills: Mixed-Use Real Estate Owner With Good Capital Allocation
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April 8, 2022
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
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April 8, 2022
A Review of Ben Graham’s Value Investing Strategy: “Net Nets”
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April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 7, 2022
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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