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disruption
January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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January 8, 2019
Finding Value Through Portfolio Rationalization
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January 6, 2019
Best Ideas 2019 Preview: QAD Inc.
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November 16, 2018
Execution > Philosophy
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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October 9, 2018
A Postcard from Spain
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September 29, 2018
What If TV Is Actually Not “Dead”?
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September 28, 2018
Shreekkanth Viswanathan on Investing in Financials
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September 15, 2018
Will Thorndike on Compounder Businesses Led by Outsider CEOs
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September 15, 2018
Dave Sather, Sean Stannard-Stockton, and Felix Narhi on Compounders
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September 15, 2018
Murray Stahl Discusses His Investment Philosophy
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September 15, 2018
Tom Russo on the Evolution of Quality Investing
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June 27, 2018
The Walt Disney Company: Streaming Service to Widen Moat
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April 5, 2018
Suzuki Motor: A Play on the Underpenetrated Indian Auto Market
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April 5, 2018
Teamlease: Well-Managed Staffing Company with Long Growth Runway
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March 17, 2018
Volatility: Fear Thou Not
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March 15, 2018
Investing at Market Peaks
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March 14, 2018
Making Gold “Productive”
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March 4, 2018
Josh Shores on Southeastern’s Investment Approach
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