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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 4, 2020
Qurate Retail: User Habit Formation Underappreciated by the Market
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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September 10, 2020
Zalando Investment Thesis: The Fashion Platform of the Future
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August 12, 2020
Peter Mantas on Opportunities in Tech, Industrials, and Healthcare
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August 11, 2020
The Search for Value, and the Road Ahead
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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August 9, 2020
Synthetic Leverage and Discounts to Holdings
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
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July 3, 2020
Interactive Brokers: Automated, Low-Cost, High-Margin Business
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July 3, 2020
Transcontinental: Underappreciated Resiliency and FCF Generation
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July 2, 2020
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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May 9, 2020
Surveying Our Favorite Investment Ideas Amid COVID-19
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May 9, 2020
Guarded Optimism, Sobering Reality, and Adapting
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