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concentration
January 16, 2024
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2024
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January 15, 2024
DRDGOLD: Niche Player, Synergistic Relationship With Parent Sibanye
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January 14, 2024
ISSC: New CEO, Expanding Margins, Value-Accretive Acquisition
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October 20, 2023
Savencia: Well-Managed French Cheese and Dairy Leader at Discount
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October 18, 2023
Teleperformance: Founder-Led, Growing Customer Service Provider
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October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
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June 25, 2023
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
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June 25, 2023
Keurig Dr Pepper: Misperceptions About Growth of Coffee Business
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June 24, 2023
TSMC: Scale-Advantaged Technology and Manufacturing Leader
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June 23, 2023
Warner Bros. Discovery: Rapidly Deleveraging, Well-Run Media Giant
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April 27, 2023
Japanese Small Value: Opportunity Set, Constraints, Valuations
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April 25, 2023
Hartalega: Industry-Leading Glove Maker With Compounder Attributes
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January 18, 2023
Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand
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January 18, 2023
ZIM: Container Shipper With Friendly Dividend Policy and Catalysts
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January 17, 2023
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 8, 2023
Get Your Capital a Passport: Traveling Beyond the United States to Invest
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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September 2, 2022
Vinay Rao on Managing the Portfolio of Tata AIG General Insurance
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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