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June 24, 2023 FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties Read More

June 23, 2023 LSEG: Improving Data Monetization Following Refinitiv Acquisition Read More

June 22, 2023 Bandai Namco: Entertainment Company With Strong IP and Culture Read More

April 26, 2023 KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry Read More

April 25, 2023 Hartalega: Industry-Leading Glove Maker With Compounder Attributes Read More

January 19, 2023 Fairfax India: Collection of High-Quality Assets at Discount to NAV Read More

January 19, 2023 Edita Food: Powerful Brands and Durability in Developing World Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

January 18, 2023 Ströer: Family-Controlled Out-of-Home Advertising Company Read More

January 17, 2023 Rogers: Improving Operations, Orphaned Due to Scuttled Deal Read More

January 16, 2023 Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending Read More

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

December 22, 2022 Christopher Tsai on Intelligent Investing in an Age of Disruption 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