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FCF yield
January 12, 2019
Three NCAV Bargains: Passat, Nichiwa Sangyo, Sanko
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January 12, 2019
Shanghai Int’l Airport: Munger’s Way of Investing in China’s Growth
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January 12, 2019
Murphy USA: Promising New Initiative Not Reflected in Valuation
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January 11, 2019
Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved
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January 10, 2019
Molson Coors: Large Brewer at 10+% FCF Yield
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January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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December 29, 2018
Process Improvement via Factor Awareness
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October 16, 2018
Highlights from European Investing Summit 2018
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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October 11, 2018
John Wood: Oil & Gas Engineering Leader with Strong Management
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October 11, 2018
Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang
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October 4, 2018
Register for LIVE Sessions at European Investing Summit 2018
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September 29, 2018
What If TV Is Actually Not “Dead”?
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September 25, 2018
Par Pacific: Energy and Infrastructure Firm with Attractive Assets
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September 14, 2018
Transcontinental: Key Supplier of Flexible Packaging in North America
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September 7, 2018
Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT
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July 25, 2018
Investment Update on the Airline Industry
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June 29, 2018
Harley Davidson: 10+% FCF Yield Being Paid Out in Dividends and Buybacks
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June 29, 2018
School Specialty: Education Distributor with High FCF Yield and Catalysts
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April 27, 2018
Update on Selected Companies in Our Portfolio
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