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dividends
January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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October 18, 2022
S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount
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October 14, 2022
Lloyds Banking Group: Dominant UK Lender With Improving Outlook
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October 14, 2022
Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank
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October 14, 2022
Pandora: Steadily Growing Jewelry Retailer With Global Footprint
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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October 5, 2022
Automotive Industry: Attractive Medium-Term Investment Case
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September 2, 2022
Vinay Rao on Managing the Portfolio of Tata AIG General Insurance
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
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April 8, 2022
A Review of Ben Graham’s Value Investing Strategy: “Net Nets”
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April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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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
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Japan Small Value: Relative Valuations, Opportunity Set, Constraints
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