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management team
January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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January 8, 2019
David Barr on Value Investing and the Business of Investing
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January 2, 2019
The Value of Turning Over More Rocks
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November 5, 2018
Aimia: A Low-Ball Bid, Cash and NOLs, and Capable Capital Allocators
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October 29, 2018
Tim Yates on Lessons Learned as a Public Company Director
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October 25, 2018
Portfolio Composition: Compounders and Special Situations
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October 23, 2018
Bryan Lawrence on Intelligent Investing in the Energy Sector
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October 17, 2018
Air Lease: Owner-Operated Aircraft Lessor with Compounder Potential
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October 13, 2018
Akka Technologies: Management Plan for 2022 Ambitious But Achievable
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October 12, 2018
LafargeHolcim: Construction Materials Leader Investing in Growth Capex
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October 12, 2018
Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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October 11, 2018
Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang
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October 9, 2018
A Postcard from Spain
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September 25, 2018
Par Pacific: Energy and Infrastructure Firm with Attractive Assets
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September 25, 2018
Ashford: Wide-Moat Hospitality Services Business
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September 25, 2018
European Investing Summit 2018 Preview: LafargeHolcim
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September 14, 2018
Transcontinental: Key Supplier of Flexible Packaging in North America
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September 14, 2018
Landstar System: Third-Party Logistics Leader in Trucking
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September 3, 2018
Liquidity Services: GovDeals Alone Worth More Than Total EV
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