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returns on capital
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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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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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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October 18, 2022
Qiagen: Medical Diagnostics Leader With Long Growth Runway
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October 18, 2022
AcadeMedia: Leading Education Company in Northern Europe
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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September 2, 2022
Vinay Rao on Managing the Portfolio of Tata AIG General Insurance
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July 1, 2022
Archaea Energy: Clear Leader in Landfill Renewable Natural Gas
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