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October 19, 2023
Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM
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October 17, 2023
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
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September 26, 2023
J.Dennis Jean-Jacques on Investing in Dislocations
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January 24, 2023
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
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January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside
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October 14, 2022
Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager
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October 7, 2022
Ceconomy: Owner of Europe’s Top Consumer Electronics Retail Brands
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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October 4, 2022
Patrizia SE: Preview of Idea Session at European Investing Summit 2022
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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January 15, 2022
Rent-A-Center: Transformed Into High-Growth Fintech Platform
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January 15, 2022
Innovate: SOTP Bargain, With Catalysts and Insider Buying
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 11, 2021
Six Reasons Why Boutique Investment Managers Outperform
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September 18, 2021
Christian Billinger on Managing Investment Return Expectations
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