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owner-operator
June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
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April 26, 2023
Data Patterns: Electronics Player to Benefit From India’s Focus on Defense
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January 19, 2023
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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October 14, 2022
Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager
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October 4, 2022
Patrizia SE: Preview of Idea Session at European Investing Summit 2022
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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June 28, 2022
Cellebrite: Subscription-Based Business With Secular Tailwinds
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December 14, 2021
Savneet Singh and Scott Miller on Winning in Enterprise Softwaret
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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April 15, 2021
Kaveri Seed: Owner-Operated Company With Growth Opportunities
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January 19, 2021
IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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September 3, 2020
Barry Diller in Conversation with David Rubenstein
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August 13, 2020
Matthew Prince on His Evolution as an Owner-Operator
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August 11, 2020
The Search for Value, and the Road Ahead
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July 26, 2020
Lawrence A. Cunningham on His Book, Dear Shareholder
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July 3, 2020
FANUC: True Economics Masked by Capacity and R&D Investments
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