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returns on capital
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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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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June 30, 2022
Copart and IAA: Salvage Auction Leaders With Attractive Economics
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May 7, 2022
Best Ideas Omaha 2022: Christian Billinger on Davide Campari Milano
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April 6, 2022
Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 15, 2022
Serial Growth, Operating Leverage in Consolidating Fragmented Industries
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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