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grocery
June 24, 2023
Sprouts: Attractive Grocery Business With Friendly Capital Allocation
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January 18, 2023
CBD: Undervalued Latin American Holding Company With Catalyst
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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May 18, 2021
Rickard Vallöf on Competitive Trends in European Grocery Retail
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January 8, 2020
Tyson Foods: Valuation Discount, Combined with Growth Drivers
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November 30, 2019
China Investing Trip: Sean Stannard-Stockton’s Takeaways
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July 1, 2019
Dave Sather Reflects on Two Decades in Asset Management
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June 17, 2019
A Brief History of the Supermarket Business
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April 26, 2019
Thoughts on Church and Dwight’s Acquisition of Flawless
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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September 24, 2018
Three Case Studies in Wide-Moat Investing, Thesis on Almacenes Exito
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September 15, 2018
Ed Wachenheim on Investing with a Contrarian Mindset
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June 29, 2018
Turning Point Brands: Leader in Other Tobacco Products Market at Discount
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June 29, 2018
Manhattan Associates: Transitioning to Recurring-Revenue Model
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January 1, 2018
Operating in the Grey Area
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December 5, 2017
DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy
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September 21, 2017
The Most Important Moat
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