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long-term investing
January 16, 2024
nLIGHT: Founder-Led Laser Business, Expanding Into Defense Market
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October 26, 2023
J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process
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February 9, 2023
Clean Harbors: Scale-Advantaged Environmental Services Leader
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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August 23, 2022
Highlighted Tweet by JMihaljevic
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January 13, 2022
Vacasa: Leading U.S. Vacation Rental Property Management Company
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March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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January 12, 2021
Three Clusters For Quality Investing: Elevators, TIC, Aircraft Engines
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December 10, 2020
Ep. 21: #Neversell | Subscription Models | Financial Services Disruption
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November 7, 2020
Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool
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October 29, 2020
Christian Billinger: In Defence of Cognitive Biases
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July 8, 2020
The Dam Has Broken
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April 21, 2020
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
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February 1, 2020
Winter 2020 Investment and Market Update of Ensemble Capital
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January 11, 2020
KVH: Transitioning to Subscription Model, with Growth Ahead
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November 22, 2019
News vs. Noise
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October 4, 2019
Duerr: Family-Controlled Leader in Automotive Paint Robots
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October 3, 2019
Henkel: Underappreciated Consumer Goods and Adhesives Leader
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June 14, 2019
Chris Bloomstran on His Investment Approach and Berkshire Hathaway
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