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recurring revenue
January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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October 18, 2022
AcadeMedia: Leading Education Company in Northern Europe
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July 1, 2022
Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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January 12, 2022
Houghton Mifflin: Digital Transition Improves Cash Generation
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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March 18, 2021
Marc Rubinstein on Financing Recurring Revenue
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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January 22, 2021
Alta Equipment: Owner-Operated Platform With Consolidation Tailwind
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January 19, 2021
IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India
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January 16, 2021
Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate
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January 15, 2021
Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds
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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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