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ROIC
January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 18, 2023
Orion Engineered Carbons: Earnings Inflection Story in EV Components
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January 17, 2023
Heritage-Crystal Clean: Wide-Moat Route Density Business
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January 17, 2023
Medifast: Weight Loss Manager Undergoing Temporary Slowdown
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January 17, 2023
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside
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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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