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ROIC
August 18, 2017
Surveying the GDS Investment Portfolio
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August 11, 2017
Deep Value Investing vs. “Great Company” Investing
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July 20, 2017
On Quality
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July 7, 2017
Lucara Diamond: Miner Focused on Exceptionally Large Diamonds
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July 6, 2017
Gilead: Pharma Innovation Leader with Long-Term Patent Protection
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July 5, 2017
Lanxess: Transforming into Specialty Chemicals Powerhouse
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July 3, 2017
Finning: Largest Caterpillar Distributor Set for Margin Improvement
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July 2, 2017
Twitter: Important Strategic Asset with Untapped Earnings Potential
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June 30, 2017
EVINE Live: Clear Path to Improving Profitability, Capex to Decline
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June 27, 2017
Scott Miller on Investing “Off the Beaten Path”
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June 27, 2017
Iván Martín on Having a Contrarian Investment Philosophy
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May 19, 2017
Idea Generation for Intelligent Investors
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February 22, 2017
Tom Russo on Global Investing and Mental Models in a Changing World
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January 11, 2017
Aerojet Rocketdyne: Monopoly In Heavy Launch Engines
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January 11, 2017
AMERCO: Moving Business Is A Durable Franchise
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October 13, 2016
Highlighted Tweet by @TheCharlieton
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October 4, 2016
Umanis: One Of The Cheapest Stocks In Europe
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October 4, 2016
ITV: Maximising, Growing, Building
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October 4, 2016
Ingenico: Efficient Scale Limits Competition
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October 4, 2016
Judges Scientific: Young Elephant
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