January 12, 2016 Judges Scientific: Small-Cap Compounder Run by An Excellent Founder Manager Read More
July 7, 2015 Lawson Products: North American Distributor of Consumable Products to the Maintenance, Repair and Operations (MRO) Market Read More
November 4, 2014 Bollore, Vivendi, ING: A Private Equity Approach to Public Company Investing Read More
November 4, 2014 Catlin Group: International Specialty Property/Casualty Insurer and Reinsurer Read More
April 1, 2014 Greatview Aseptic Packaging: Chinese-Based Manufacturer of Aseptic Packaging Material Read More
April 1, 2014 China International Travel Service: Operates Duty Free Stores Across China and China’s Largest Domestic Travel Agency Read More
April 1, 2014 Greatview Aseptic Packaging: Manufacturer of Aseptic Packaging Material Threatening To Break The TetraPak Monopoly Worldwide Read More
November 1, 2013 Kobayashi Pharmaceutical: 125 Year High Quality Business with Wide Moat, High Returns on Capital, Shareholder Aligned Management and Multiple Catalysts Read More