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capital allocation
July 9, 2021
Sonatel: Double Play on Connectivity and Financial Services in West Africa
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July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
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July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
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July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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June 9, 2021
Robert Hagstrom on Warren Buffett: Inside the Ultimate Money Mind
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May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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January 26, 2021
Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record
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January 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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January 22, 2021
Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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