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October 14, 2021 Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business Read More

October 14, 2021 British American Tobacco: Growing Leader at Double-Digit FCF Yield Read More

October 10, 2021 Contrarian Investment Opportunities for Uncertain Times Read More

October 10, 2021 EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially Read More

August 21, 2021 Edward Chang on Investing in Undervalued Growth Stocks Read More

August 18, 2021 Learning From Jean-Marie Eveillard: Quotations and References Read More

July 10, 2021 FRP: Wide-Moat Assets to Drive Property Appreciation Over Time Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 8, 2021 ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth Read More

July 8, 2021 Disney: Going Digital — Where Imagination and Experience Converge Read More

July 7, 2021 JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts Read More

May 6, 2021 Bryan Lawrence on the Investment Philosophy of Oakcliff Capital Read More

April 14, 2021 Sid Choraria Shares His Insights Into Value Investing in Asia Read More

April 14, 2021 Havells India: Leader in Electrical Goods and Consumer Durables Read More

January 26, 2021 Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record Read More

January 18, 2021 Nuance: Leader in Software-Driven Voice Transcription for Physicians Read More

January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

January 14, 2021 S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking Read More

January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More

January 13, 2021 Christian Billinger on Investing in Clusters of High-Quality Businesses Read More