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inflation
January 24, 2023
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
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January 19, 2023
Fairfax India: Collection of High-Quality Assets at Discount to NAV
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January 19, 2023
Edita Food: Powerful Brands and Durability in Developing World
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January 19, 2023
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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January 19, 2023
Aurubis: Misunderstood, High-Return, Advantaged Metal Processor
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 18, 2023
Ströer: Family-Controlled Out-of-Home Advertising Company
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January 17, 2023
Rogers: Improving Operations, Orphaned Due to Scuttled Deal
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January 17, 2023
Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation
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January 17, 2023
Heritage-Crystal Clean: Wide-Moat Route Density Business
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January 17, 2023
Medifast: Weight Loss Manager Undergoing Temporary Slowdown
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January 17, 2023
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
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January 16, 2023
Crossroads Impact: Advantaged Leader in Growing, Massive Market
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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January 16, 2023
Businesses With Strong Underlying Demand and Temporary Difficulties
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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January 11, 2023
Seizing the Opportunity in Energy and Industrial Businesses
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January 11, 2023
Intelligent Investing in a Markedly Different Investment Environment
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