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September 27, 2023 Europe’s Higher Profitability Among Firms Trading at Deep Discounts Read More

June 22, 2023 Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business Read More

June 22, 2023 O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality Read More

April 27, 2023 Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst Read More

April 26, 2023 KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry Read More

April 25, 2023 Hartalega: Industry-Leading Glove Maker With Compounder Attributes Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More

January 17, 2023 Heritage-Crystal Clean: Wide-Moat Route Density Business Read More

January 17, 2023 Medifast: Weight Loss Manager Undergoing Temporary Slowdown Read More

January 16, 2023 Nestle: Changes in Culture and Portfolio Drive Growth Acceleration Read More

January 16, 2023 Businesses With Strong Underlying Demand and Temporary Difficulties Read More

January 10, 2023 A Stock for a Grandchild: Applying a Long-Term Mindset to Investing Read More

December 22, 2022 Ian Clark on Private Equity-Style Investing in the Power Sector Read More

December 22, 2022 Christopher Tsai on Intelligent Investing in an Age of Disruption Read More

December 22, 2022 Tom Russo on Investing in Businesses With a Capacity to Suffer Read More

December 22, 2022 Howard Marks and Chris Goulakos on Investing Amid Macro Challenges Read More

December 12, 2022 Highlighted Tweet by MelwaniMunesh Read More

October 14, 2022 Lloyds Banking Group: Dominant UK Lender With Improving Outlook Read More

October 14, 2022 Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank Read More