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June 24, 2023 Alphawave: Founder-Led Tech Leader Overcoming Growing Pains Read More

October 1, 2022 Thought Exercise: Explaining the Global Macro Situation to a Martian Read More

April 6, 2022 Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile Read More

March 18, 2022 Kai Wu on Intangible Value: Expanding Intrinsic Value to Include Intangibles Read More

October 15, 2021 WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry Read More

July 18, 2021 Ted Seides on Capital Allocators: How the World’s Elite Managers Lead… Read More

April 14, 2021 CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

October 5, 2020 Alcon: Eyecare Leader with Wide Moat and Long-Term Growth Read More

September 10, 2020 Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe Read More

August 9, 2020 Synthetic Leverage and Discounts to Holdings Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 2, 2020 Exponent: Leveraging Historic Relationships to Drive Organic Growth Read More

March 23, 2020 David Barr on Intelligent Investing in Crisis Mode: Four Potential Investment Strategies Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

October 21, 2019 Kambi: The Picks-and-Shovels of the Sports Betting Industry Read More

August 1, 2019 Josh Wolfe on Leading-Edge Venture Investing with a Value Mindset Read More

October 13, 2018 Akka Technologies: Management Plan for 2022 Ambitious But Achievable Read More

September 25, 2018 European Investing Summit 2018 Preview: Akka Technologies Read More