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March 28, 2019
In-Depth Investment Thesis Update on Rosetta Stone
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January 12, 2019
Walt Disney: Disney+, ESPN+, and Hulu Stake to Drive Multi-Year Growth
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January 4, 2019
Best Ideas 2019 Preview: Walt Disney
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June 27, 2018
The Walt Disney Company: Streaming Service to Widen Moat
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May 4, 2018
Why We Invested in Disney
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March 30, 2018
Redbubble: Long Growth Runway and Exceptional Management
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January 13, 2018
C&C Group: Moaty European Beverage Company with Turnaround Progress
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January 5, 2018
The Death of (Many) Brands
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January 1, 2018
The Phillips Conversations: Jeff Matthews
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December 8, 2017
Essilor: Luxottica Merger Creates Global Leader Across Value Chain
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November 3, 2017
Portfolio Commentary
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October 30, 2017
The Phillips Conversations: Lawrence Cunningham
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October 13, 2017
Intelligent Investing in a Changing World
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September 28, 2017
David Pakman on the Changing Landscape in Consumer Products
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September 21, 2017
Tom Russo on the Durability of Consumer Brands
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September 10, 2017
Nestlé: A “Bond” and a “Venture Capital Fund”
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September 8, 2017
Mental Models: Leaking Balloon or Coiled Spring?
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August 24, 2017
David Pakman on Disruptive Innovation and Mental Models
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August 6, 2017
Portfolio Concentrated in Deep Value Micro-Caps
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June 28, 2017
AmerisourceBergen: Logistics Moat with Best-in-Class Cash Conversion
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