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July 9, 2021 Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway Read More

July 9, 2021 Sonatel: Double Play on Connectivity and Financial Services in West Africa Read More

July 8, 2021 ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth Read More

July 7, 2021 JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts Read More

April 29, 2021 Connor Haley on Small-Cap Investing and Standing Up for Owner Rights Read More

April 17, 2021 Florian Weidinger on Three Flavors of Ideas in Southeast Asia Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

February 17, 2021 Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet Read More

January 28, 2021 Massif Capital Commentary: Growth Markets Meet Tangible Assets Read More

January 26, 2021 Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record Read More

January 20, 2021 AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon Read More

January 20, 2021 ECN Capital: Transformed, High-Quality Business With Growth Runway Read More

January 18, 2021 Marc Rubinstein on Blue Owl Capital and the Economics of Private Equity Read More

January 16, 2021 Loral: HoldCo Discount to Be Eliminated Post-Merger With Telesat Read More

January 14, 2021 Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow Read More

December 21, 2020 Marc Rubinstein on the Evolution and Business Model of Square, Inc. Read More

November 12, 2020 STEF: Dominant Logistics Provider in Highly Fragmented Market Read More

October 6, 2020 Ferrari: Luxury Identity Brand with Enviable Business Model Read More

August 28, 2020 Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment Read More

August 11, 2020 The Search for Value, and the Road Ahead Read More