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inflation
July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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July 1, 2022
Archaea Energy: Clear Leader in Landfill Renewable Natural Gas
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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June 30, 2022
Universal Music Group: Scale Affords Negotiating Leverage
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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April 30, 2022
Highlighted Tweet by SoumilZaveri
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April 8, 2022
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
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April 8, 2022
A Review of Ben Graham’s Value Investing Strategy: “Net Nets”
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April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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March 18, 2022
Ravi Dharamshi on Value-Oriented Investing in India
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January 25, 2022
S2E19: The Inflation Debate | Investing in Unprofitable Companies
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 15, 2022
Fairfax India: Well-Managed, Growing Holding Company at Discount
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
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January 7, 2022
Intelligent Investing in a World of Accelerating Growth
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January 5, 2022
Our Approach to Investing in an Age of Below-Inflation Interest Rates
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