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currencies
October 1, 2022
Thought Exercise: Explaining the Global Macro Situation to a Martian
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July 22, 2022
Sebastian Mallaby on His Book, The Power Law
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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January 15, 2022
Serial Growth, Operating Leverage in Consolidating Fragmented Industries
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January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
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January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
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January 3, 2022
A Long-Term Investor’s Perspective on the Opportunity in Cannabis
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December 14, 2021
Savneet Singh and Scott Miller on Winning in Enterprise Softwaret
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December 14, 2021
Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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October 4, 2021
Common Sense Is Uncommon: Areas of Concern in a Speculative Market
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August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 18, 2021
Adam Fergusson on His Book About Hyperinflation in Weimar Germany
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June 23, 2021
Marc Rubinstein on Disruption in the Money Transfer Business
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