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incentives
July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
Entegris: Benefiting From Increased Complexity in Semiconductors
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July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
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July 8, 2021
Disney: Going Digital — Where Imagination and Experience Converge
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July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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June 1, 2021
Ep. 43: The Big Ideas of Investing | A Case Study in Incentives
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 14, 2021
Sid Choraria Shares His Insights Into Value Investing in Asia
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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April 10, 2021
Rajeev Agrawal on Key Lessons Learned Over the Past Year
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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