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June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
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June 21, 2023
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
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April 27, 2023
Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst
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April 26, 2023
KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry
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April 25, 2023
Hartalega: Industry-Leading Glove Maker With Compounder Attributes
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January 24, 2023
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
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January 17, 2023
Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation
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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 17, 2023
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
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January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
Crossroads Impact: Advantaged Leader in Growing, Massive Market
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside
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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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December 21, 2022
Will Thomson on Intelligent Investing in the Real Asset Ecosystem
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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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