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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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June 11, 2021
Brinton Johns on Complexity Investing: Resilience and Optionality
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May 18, 2021
Rickard Vallöf on Competitive Trends in European Grocery Retail
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May 11, 2021
Marc Rubinstein on Warren Buffett and the Allure of Permanent Capital
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April 30, 2021
Peter Mantas on Investing at the Frontier of Quantum Computing
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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April 14, 2021
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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April 1, 2021
Marc Rubinstein on Online Brokers: From ETrade to eToro
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February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 27, 2021
CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 21, 2021
AutoZone: Well-Run Auto Parts Retailer With Growth Prospects
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January 18, 2021
Nuance: Leader in Software-Driven Voice Transcription for Physicians
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January 17, 2021
Cato: Profitable Retailer With Hidden Real Estate and Excess Cash
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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