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October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 15, 2021
GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO
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October 15, 2021
Highlighted Tweet by mjmauboussin
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 14, 2021
Neste: Renewable Diesel Player, With Reinvestment Opportunities
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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September 30, 2021
Adam Rozencwajg on the Investment Implications of Copper Supply Issues
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 18, 2021
Adam Mead on the Financial History of Berkshire Hathaway
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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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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