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ROIC
January 19, 2023
Edita Food: Powerful Brands and Durability in Developing World
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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October 18, 2022
Mercedes-Benz: Global Leader in High-End Automotive Segment
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October 14, 2022
Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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July 7, 2022
Countryside Partnerships: Catalyst-Rich, High-Quality Compounder
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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July 1, 2022
Celestica: Strong FCF, With Increasing Focus on Higher-Value Services
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May 7, 2022
Best Ideas Omaha 2022: Tom Russo on Global Investing and Heineken
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April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
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April 8, 2022
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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December 14, 2021
Glenn Surowiec on Value-Oriented Investing on the Right Side of Change
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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