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sum of the parts
June 25, 2023
Keurig Dr Pepper: Misperceptions About Growth of Coffee Business
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June 22, 2023
O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality
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January 16, 2023
ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
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January 10, 2022
IAC/InterActiveCorp: Well-Managed Holding Company at SOTP Discount
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 15, 2021
GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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April 16, 2021
IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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