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corporate culture
April 17, 2020
Highlighted Tweet by IntrinsicInv
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January 20, 2020
Corporate Culture: No Predator Without Prey
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January 8, 2020
CPL: Owner-Operated Steady Grower in Workforce Services
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November 22, 2019
Masimo: Doing Well by Doing Good
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September 29, 2019
Jeff Gramm on His Book, Dear Chairman
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August 12, 2019
James Cortada on His Book, IBM
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August 11, 2019
Why We Sold This Controversial Stock
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June 28, 2019
Technogym: Owner-Operated, Growing Gym Equipment Maker
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June 26, 2019
Wide-Moat Investing Summit Preview: Technogym — (Body-)Building a Moat
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May 11, 2019
Looking for the Next ROIC Machine
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April 22, 2019
Thoughts on Our Investment in Alphabet
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April 12, 2019
China Jushi: Top Fiberglass Maker in Oligopolistic Global Market
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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September 1, 2018
Bunzl: Customer-Obsessed Business with Strong Corporate Culture
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July 2, 2018
Highlights from Wide-Moat Investing Summit 2018
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June 19, 2018
Previewing Bunzl: A Family Company in Disguise
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February 28, 2018
Appendix — Human Misjudgment Revisited
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December 22, 2017
Machines Won’t Make Active Investors Obsolete Anytime Soon
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December 5, 2017
DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy
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October 20, 2017
Pat Dorsey on Moats
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