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reinvestment opportunities
January 14, 2024
Heineken: Global Beer Runner-Up With Improvement Potential
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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July 1, 2022
Archaea Energy: Clear Leader in Landfill Renewable Natural Gas
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May 7, 2022
Best Ideas Omaha 2022: Christian Billinger on Davide Campari Milano
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April 15, 2022
Nykaa: Category-Defining Retail Platform With Proven Leadership
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 13, 2022
LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 14, 2021
Neste: Renewable Diesel Player, With Reinvestment Opportunities
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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July 8, 2021
Disney: Going Digital — Where Imagination and Experience Converge
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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