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private equity
July 7, 2017
SS&C Technologies: Mission-Critical Services with Recurring Revenue
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July 7, 2017
Lucara Diamond: Miner Focused on Exceptionally Large Diamonds
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July 6, 2017
Cision: Cloud Business with Durable Competitive Advantage
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PPG Industries: Top Global Player in Coatings and Paint Industry
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Jeremy Deal on the Structural Advantages of a Small Investment Fund
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Highlighted Tweet by @DevinHaran
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BRAC Bank: Top Franchise in Bangladesh, with Stake in Mobile Payments
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April 5, 2017
Life Insurance in India: The Profile of an Attractive Market
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April 5, 2017
IDFC Limited: Sum-of-the-Parts Bargain in Financial Services
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Jubilant LifeSciences: Diversified, Misunderstood Pharma Business
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The Macro Backdrop for Value Investing in India
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February 22, 2017
Tom Russo on Global Investing and Mental Models in a Changing World
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February 16, 2017
The Anatomy of a Best Idea
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Jimmy Choo: Classic Case Of A Great Brand And Business
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State National Companies: Specialty Insurance Compounder
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Aerojet Rocketdyne: Monopoly In Heavy Launch Engines
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Vista Outdoor: Shift Towards Outdoor Products
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Orbital ATK: Global Leader in Aerospace and Defense System
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