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January 17, 2021 BP: Low-Risk Way to Gain Exposure to Renewable Energy Transition Read More

January 14, 2021 RWE: European Utility Transitioning to Renewable Power Leadership Read More

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

January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More

November 13, 2020 Atalaya: Spanish Copper Miner with Strong Balance Sheet Read More

October 23, 2020 Rapidly Shifting Business Models in Real Asset Industries Read More

October 7, 2020 Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

September 3, 2020 The Tesla Effect: A Research Report of Tsai Capital Corporation Read More

August 18, 2020 BP: From International Oil Company to Integrated Energy Company Read More

August 12, 2020 Peter Mantas on Opportunities in Tech, Industrials, and Healthcare Read More

July 3, 2020 Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More

April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More

April 9, 2020 KRBL: Owner-Operated Basmati Rice Leader with Strong Economics Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 25, 2020 Ian Clark on Intelligent Investing in Crisis Mode: Selected Ideas in the Power Sector Read More

March 19, 2020 Peter Mantas on Intelligent Investing in Crisis Mode: Repositioning to Benefit From Long-Term Tailwinds Read More

February 3, 2020 With Markets at Major Inflection Point, Here Is How We Invest Read More

January 11, 2020 OL Groupe, AFC Ajax: European Football Ideas with Real Asset Backing Read More