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January 18, 2024
Piaggio: Family-Controlled, Well-Run Owner of Iconic Two-Wheeler Brands
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January 14, 2024
Heineken: Global Beer Runner-Up With Improvement Potential
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October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
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October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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January 18, 2023
Ströer: Family-Controlled Out-of-Home Advertising Company
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January 18, 2023
Trigano: Family-Controlled European Leader in Leisure Vehicles
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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May 7, 2022
Best Ideas Omaha 2022: Christian Billinger on Davide Campari Milano
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April 7, 2022
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
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January 13, 2022
LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands
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January 10, 2022
IAC/InterActiveCorp: Well-Managed Holding Company at SOTP Discount
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 13, 2021
Christian Billinger on Investing in Clusters of High-Quality Businesses
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November 23, 2020
Conversation with Christian Billinger: In Defence of Cognitive Biases
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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July 3, 2020
Transcontinental: Underappreciated Resiliency and FCF Generation
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