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education
January 18, 2024
Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business
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January 6, 2024
Phil Ordway and Michael Mauboussin on the Art of Intelligent Investing
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October 20, 2023
ISS: Facility Management Services Leader With Customer Behavior Moat
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October 6, 2023
Lawrence Cunningham on His Book, The Essays of Warren Buffett
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June 25, 2023
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
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June 22, 2023
Bandai Namco: Entertainment Company With Strong IP and Culture
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January 31, 2023
S3E10: Beaten-Down, Money-Losing Growth Businesses
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January 23, 2023
Highlighted Tweet by JMihaljevic
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January 18, 2023
CRC: Top O&G Producer in California, Carbon Capture and Storage Leader
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January 17, 2023
Medifast: Weight Loss Manager Undergoing Temporary Slowdown
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January 17, 2023
S3E09: Private Equity and the Game of Volatility Laundering
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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January 12, 2023
Thinking About Opportunities and Challenges in Developing Markets
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December 28, 2022
S3E08: Why 2022 Was a Year to Remember and Possibly a Turning Point
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December 6, 2022
S3E07: When You Like the Business But Not the Management
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November 22, 2022
S3E06: Reflecting on the FTX Debacle
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November 8, 2022
S3E05: The Capacity to Suffer and How It Applies in Practice
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October 25, 2022
S3E04: David Einhorn on Value Investing: Will It Come Back?
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October 18, 2022
Qiagen: Medical Diagnostics Leader With Long Growth Runway
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October 18, 2022
AcadeMedia: Leading Education Company in Northern Europe
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