January 12, 2018 BlueLinx: Price-Indiscriminate Selling by Legacy Owner Offers Entry Opportunity Read More
January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More
January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More
January 12, 2018 Teekay Offshore: Abandoned Public Stub of Mission-Critical Marine Infrastructure Business Read More
January 12, 2018 School Specialty: Well-Managed Education Business with Hidden Growth Drivers Read More
January 11, 2018 Continental Building Products: Strongly Cash-Generative Gypsum Wallboard Manufacturer Read More
December 4, 2017 Richard Simmons on Competitive Advantage, Family-Controlled Businesses, and Distraction Read More
