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management team
January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 14, 2021
RWE: European Utility Transitioning to Renewable Power Leadership
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January 14, 2021
Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow
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January 14, 2021
S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking
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January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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January 2, 2021
A Snapshot of Our Investment Philosophy
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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October 6, 2020
Ferrari: Luxury Identity Brand with Enviable Business Model
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