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compounders
December 22, 2022
Ian Clark on Private Equity-Style Investing in the Power Sector
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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December 21, 2022
Will Thomson on Intelligent Investing in the Real Asset Ecosystem
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October 14, 2022
Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager
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July 7, 2022
Countryside Partnerships: Catalyst-Rich, High-Quality Compounder
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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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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May 7, 2022
Best Ideas Omaha 2022: Christian Billinger on Davide Campari Milano
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April 22, 2022
Highlighted Tweet by JMihaljevic
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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January 13, 2022
LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands
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January 9, 2022
Centre Testing: Leading Testing and Inspection Provider in China
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January 9, 2022
Shopify: E-Commerce Enabler Run By Exceptional Founder/CEO
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January 7, 2022
Intelligent Investing in a World of Accelerating Growth
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November 21, 2021
Highlighted Tweet by bkaellner
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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
Georgia Capital: Well-Managed Investment Holding at Discount
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