October 12, 2018 BBA Aviation: Competitively Strong Provider of Aviation Services for Private Jets Read More
September 25, 2018 Par Pacific: Energy and Infrastructure Firm with Attractive Assets (TRANSCRIPT NOW AVAILABLE) Read More
September 14, 2018 Formula One: Liberty-Supported Management Reinvesting in Brand (TRANSCRIPT NOW AVAILABLE) Read More
August 20, 2018 Moats: Measuring, Exploitations and Challenges, Quality vs. Price (TRANSCRIPT NOW AVAILABLE) Read More
August 20, 2018 TripAdvisor: Strong Network Effect with Monetization Opportunities (TRANSCRIPT NOW AVAILABLE) Read More
July 27, 2018 Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate (TRANSCRIPT NOW AVAILABLE) Read More
July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels (TRANSCRIPT NOW AVAILABLE) Read More
May 22, 2018 Bank of Baroda: Government-Owned Bank with Strong Management (TRANSCRIPT NOW AVAILABLE) Read More
