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October 17, 2023 Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet Read More

April 25, 2023 Hartalega: Industry-Leading Glove Maker With Compounder Attributes Read More

February 23, 2023 Outperforming by Focusing on Good Businesses With Low Expectations Read More

January 19, 2023 Edita Food: Powerful Brands and Durability in Developing World Read More

January 17, 2023 HDFC Bank: Sustainably Growing Market Share Leader in India Read More

January 16, 2023 Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst Read More

January 11, 2023 Seizing the Opportunity in Energy and Industrial Businesses Read More

January 5, 2023 India’s $10 Trillion Ambition Through a Credit Market Lens Read More

October 18, 2022 Qiagen: Medical Diagnostics Leader With Long Growth Runway Read More

October 14, 2022 Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank Read More

October 7, 2022 Ceconomy: Owner of Europe’s Top Consumer Electronics Retail Brands Read More

October 1, 2022 Thought Exercise: Explaining the Global Macro Situation to a Martian Read More

April 8, 2022 Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic Read More

January 13, 2022 Nielsen: Well-Positioned After Sale of Consumer Products Business Read More

January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More

January 9, 2022 Centre Testing: Leading Testing and Inspection Provider in China Read More

January 3, 2022 Small- and Mid-Cap Investing in Emerging Markets; China vs. India Read More

October 15, 2021 GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO Read More

October 4, 2021 Common Sense Is Uncommon: Areas of Concern in a Speculative Market Read More

October 2, 2021 Quarterly Intelligent Cloning Report: The Autumn 2021 Edition Read More