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culture
November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Ferrari: Luxury Identity Brand with Enviable Business Model
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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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September 3, 2020
Barry Diller in Conversation with David Rubenstein
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August 21, 2020
Episode 5: How to Deserve Quality Shareholders, with Larry Cunningham
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August 18, 2020
Taking a Global Perspective on Investing in South Africa
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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 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
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July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
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July 26, 2020
Lawrence A. Cunningham on His Book, Dear Shareholder
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July 8, 2020
Four Unpopular Opinions of Tollymore Investment Partners
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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July 3, 2020
Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
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July 3, 2020
Twitter: Unique Internet Asset, With Improving Monetization
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July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
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