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December 22, 2022 Chris Bloomstran on Investing in Flation: Surviving Financial Instability Read More

December 22, 2022 Tom Russo on Investing in Businesses With a Capacity to Suffer Read More

October 18, 2022 Qiagen: Medical Diagnostics Leader With Long Growth Runway Read More

October 14, 2022 Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank Read More

October 14, 2022 Pandora: Steadily Growing Jewelry Retailer With Global Footprint Read More

October 6, 2022 Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch Read More

July 1, 2022 Spotify: High-ROI Grower With Scale, Brand, and Network Effects Read More

July 1, 2022 Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader Read More

July 1, 2022 Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale Read More

July 1, 2022 Align: Competitively Advantaged Next-Generation Orthodontics Leader Read More

April 8, 2022 Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic Read More

March 18, 2022 Ravi Dharamshi on Value-Oriented Investing in India Read More

January 15, 2022 Fairfax India: Well-Managed, Growing Holding Company at Discount Read More

January 13, 2022 FICO: Pricing Power, Double-Digit Organic Growth, High Margins Read More

January 3, 2022 Small- and Mid-Cap Investing in Emerging Markets; China vs. India Read More

December 14, 2021 Nick Devlin and Elliot Turner on the Business Model of Naked Wines Read More

October 15, 2021 Lanxess: Specialty Chemicals Leader, With Far More Profitable Future Read More

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