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January 25, 2021 Burford Capital: Misunderstood Global Litigation Finance Leader Read More

January 20, 2021 ECN Capital: Transformed, High-Quality Business With Growth Runway Read More

January 19, 2021 Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader Read More

January 18, 2021 Nuance: Leader in Software-Driven Voice Transcription for Physicians Read More

January 16, 2021 Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate Read More

January 16, 2021 CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued Read More

January 15, 2021 Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds Read More

January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More

January 13, 2021 TETRA Technologies: Misunderstood, With Multiple Shots on Goal Read More

January 13, 2021 Walgreens Boots Alliance: High-Quality Business at High FCF Yield Read More

December 21, 2020 Overview of UnitedHealth: Broadest, Highest-Quality Network in the U.S. Read More

December 10, 2020 Bruce Greenwald on the Future of Value-Oriented Investing Read More

December 10, 2020 Ep. 21: #Neversell | Subscription Models | Financial Services Disruption Read More

October 7, 2020 ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster Read More

October 7, 2020 Avivasa: Well-Run, Capital-Light Franchise with Growth Runway Read More

October 6, 2020 Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation Read More

October 2, 2020 Honey Bees and the Waggle Dance: A Mental Model Read More

September 30, 2020 COVID-19: Guy Spier sobre el estrés emocional Read More

September 21, 2020 Invirtiendo con la mentalidad de una compañía de seguros Read More

September 3, 2020 The Tesla Effect: A Research Report of Tsai Capital Corporation Read More