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investment committees
September 25, 2024
Capital Allocation Lessons from Business Leader Henry Singleton
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January 18, 2024
Capri/Tapestry: M&A Arbitrage Situation With Attractive Risk/Reward
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June 21, 2023
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
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January 19, 2023
Fairfax India: Collection of High-Quality Assets at Discount to NAV
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September 2, 2022
Vinay Rao on Managing the Portfolio of Tata AIG General Insurance
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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April 6, 2022
Five Asian Companies to Outperform in a Stagflationary Environment
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January 15, 2022
Opera: Leading Independent Web Browser at Attractive Valuation
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January 15, 2022
Fairfax India: Well-Managed, Growing Holding Company at Discount
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January 14, 2022
Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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July 18, 2021
Howard Schilit on Financial Shenanigans: How to Detect Fraud
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
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April 16, 2021
Koon Boon Kee on Four Megatrends and Related Investment Ideas
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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