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ESG
January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 14, 2021
RWE: European Utility Transitioning to Renewable Power Leadership
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January 14, 2021
Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow
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January 14, 2021
S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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October 7, 2020
Three European Companies at a Discount to Fair Value
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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September 1, 2020
TTI: Misunderstood and Overlooked Due to Complex Capital Structure
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August 18, 2020
BP: From International Oil Company to Integrated Energy Company
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July 8, 2020
Four Unpopular Opinions of Tollymore Investment Partners
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader
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April 28, 2020
ESG: The Latest Incarnation of Marketing-Led Investment Strategies
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April 19, 2020
Chip Russell on Investing in a Transition to a Low Carbon Economy
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April 9, 2020
Isaac Schwartz Shares Perspectives on Value Investing in Asia
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April 8, 2020
James Morton Shares Value Investing Ideas in Volatile Asian Markets
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January 23, 2020
Value Investing in Japan: Our View on Engagement
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January 10, 2020
Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds
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January 10, 2020
Aker: Well-Managed Industrial Investment Holding at Discount
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