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returns on capital
September 25, 2024
Capital Allocation Lessons from Business Leader Henry Singleton
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January 14, 2024
Heineken: Global Beer Runner-Up With Improvement Potential
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January 6, 2024
Christopher Tsai and Peter C. Keefe on Long-Term Outperformance
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October 26, 2023
J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process
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October 19, 2023
Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM
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October 18, 2023
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
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October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
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June 25, 2023
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
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June 24, 2023
TSMC: Scale-Advantaged Technology and Manufacturing Leader
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June 24, 2023
Sprouts: Attractive Grocery Business With Friendly Capital Allocation
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June 23, 2023
LSEG: Improving Data Monetization Following Refinitiv Acquisition
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June 22, 2023
O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality
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June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
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April 26, 2023
Glenmark Pharma: Gaining Market Share, Improving Capital Allocation
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April 25, 2023
Hartalega: Industry-Leading Glove Maker With Compounder Attributes
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January 17, 2023
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
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January 16, 2023
ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood
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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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