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housing
March 18, 2022
Ravi Dharamshi on Value-Oriented Investing in India
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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January 13, 2022
Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
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January 12, 2022
Houghton Mifflin: Digital Transition Improves Cash Generation
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January 9, 2022
Glass House Brands: Cannabis Company With High Optionality
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January 3, 2022
A Long-Term Investor’s Perspective on the Opportunity in Cannabis
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December 14, 2021
Howard Marks and Chris Goulakos on Tech Disruption and Value Investing
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December 14, 2021
Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds
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July 16, 2021
Professor William Eimicke on His Book, Social Value Investing
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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April 14, 2021
REA Group: Leading Australasian Real Estate Listings Platform
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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January 26, 2021
Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record
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January 25, 2021
Highlighted Tweet by CCM_Ryan
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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