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private equity
February 24, 2021
Oakcliff Capital: Reflections After Sixteen Years
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January 27, 2021
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
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January 22, 2021
eDreams: Online Travel Agency With Growing Membership Revenue
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 20, 2021
Sprouts: Specialty Grocer With Solid Execution and Capital Allocation
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 19, 2021
IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India
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January 19, 2021
Tile Shop: Orphaned Specialty Retailer With Relisting Catalyst
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January 18, 2021
Marc Rubinstein on Blue Owl Capital and the Economics of Private Equity
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January 17, 2021
RCI Hospitality: Well-Run Operator With Reinvestment Opportunities
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January 15, 2021
NVR: Capital-Returning Compounder With Long Homebuilding Runway
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 13, 2021
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive 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 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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August 12, 2020
Peter Mantas on Opportunities in Tech, Industrials, and Healthcare
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