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private equity
January 17, 2023
S3E09: Private Equity and the Game of Volatility Laundering
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January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Liberty Braves: Growing Monopoly With Unappreciated Catalyst
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January 15, 2023
Highlighted Tweet by twiii_podcast
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January 7, 2023
Highlighted Tweet by pcordway
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December 22, 2022
Ian Clark on Private Equity-Style Investing in the Power Sector
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October 18, 2022
AcadeMedia: Leading Education Company in Northern Europe
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October 14, 2022
Lloyds Banking Group: Dominant UK Lender With Improving Outlook
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October 14, 2022
Pandora: Steadily Growing Jewelry Retailer With Global Footprint
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September 2, 2022
Kochouseph Chittilappilly on Building Two Public Companies in India
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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July 1, 2022
Align: Competitively Advantaged Next-Generation Orthodontics Leader
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June 30, 2022
Container Store: Emerging Moat Due to Focus on Custom Closets
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June 28, 2022
FlatexDegiro: Competitively Advantaged Low-Cost Online Broker
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April 15, 2022
Nykaa: Category-Defining Retail Platform With Proven Leadership
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 8, 2022
Home First: Tech-Enabled Housing Lender With Differentiated Model
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March 18, 2022
Ravi Dharamshi on Value-Oriented Investing in India
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