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management team
January 17, 2023
Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry
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January 17, 2023
Heritage-Crystal Clean: Wide-Moat Route Density Business
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January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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December 22, 2022
Will Thomson on Intelligent Investing in the Real Asset Ecosystem
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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December 6, 2022
S3E07: When You Like the Business But Not the Management
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October 18, 2022
Qiagen: Medical Diagnostics Leader With Long Growth Runway
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October 18, 2022
Mercedes-Benz: Global Leader in High-End Automotive Segment
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October 14, 2022
Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank
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October 14, 2022
Pandora: Steadily Growing Jewelry Retailer With Global Footprint
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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July 1, 2022
Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale
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July 1, 2022
Archaea Energy: Clear Leader in Landfill Renewable Natural Gas
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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