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consumption
January 16, 2021
Bakkafrost: Family-Run, Leading Producer of Farmed Salmon
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 13, 2021
U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends
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January 13, 2021
Walgreens Boots Alliance: High-Quality Business at High FCF Yield
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 10, 2020
Zalando Investment Thesis: The Fashion Platform of the Future
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September 2, 2020
Rational Investing in Today’s Irrational Stock Markets
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August 13, 2020
Matthew Prince on His Evolution as an Owner-Operator
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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August 9, 2020
Synthetic Leverage and Discounts to Holdings
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August 7, 2020
Replay Our First Small Group Virtual Member Meetup
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July 2, 2020
Unilever: Consistent, Predictable, Growing Business at Fair Price
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July 2, 2020
ViacomCBS: Streaming Success Could Change Negative Perception
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July 2, 2020
Exponent: Leveraging Historic Relationships to Drive Organic Growth
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May 3, 2020
Berkshire Hathaway Annual Meeting 2020
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