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October 18, 2023
Teleperformance: Founder-Led, Growing Customer Service Provider
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October 18, 2022
AcadeMedia: Leading Education Company in Northern Europe
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January 15, 2022
LILAK, Mega: Generational Bargains in Latin American Cable Equities
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January 16, 2021
Loral: HoldCo Discount to Be Eliminated Post-Merger With Telesat
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 2, 2020
ViacomCBS: Streaming Success Could Change Negative Perception
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January 9, 2020
Glenn Surowiec Shares Value Investing Insights and Ideas
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August 13, 2019
GoDaddy: Scale Player in a Fragmented Industry
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June 27, 2019
Teva Pharma: Generics Leader Turning Around Under New CEO
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April 12, 2019
China Jushi: Top Fiberglass Maker in Oligopolistic Global Market
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June 27, 2018
Starbucks: International Growth Opportunity Remains Intact
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April 6, 2018
PNB Housing Finance: Carlyle-Backed, Recently Public Company
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March 13, 2018
TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company
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January 30, 2018
Ask-Me-Anything Session with Guy Spier
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January 11, 2018
HCA Healthcare: Aggressive Share Repurchases to Drive Shareholder Value
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December 5, 2017
Autoliv: Future-Proof Supplier of Automotive Safety Systems
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October 27, 2017
Why We Invested in Great Elm Capital Notes
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October 5, 2017
Deutsche Bank: CEO Cryan Leads Promising Transformation Effort
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