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supermarkets
January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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January 2, 2022
Bill Cummings: Lessons and Legacy — A Worthy Path in Business and Life
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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July 8, 2021
Disney: Going Digital — Where Imagination and Experience Converge
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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January 8, 2020
Hammerson: REIT with Attractive Retail Assets at Discount to NAV
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November 10, 2019
Groupe Guillin: Family-Owned, FCF-Generative Plastic Packaging Business
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September 3, 2019
Samer Hakoura on Lessons from Owning Private Family Businesses
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June 28, 2019
Credit Suisse, Intesa: European Banks at Attractive Valuations
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June 17, 2019
A Brief History of the Supermarket Business
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January 3, 2019
Intelligent Cloning: The Winter 2019 Edition
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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January 10, 2018
Preview of McCarthy & Stone: Largest UK Retirement Homebuilder
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December 5, 2017
DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy
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September 20, 2017
Bias from Pavlovian Association
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September 10, 2017
Nestlé: A “Bond” and a “Venture Capital Fund”
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September 7, 2017
Zooplus: Disruptive, Winner-Take-All Business Model
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September 5, 2017
Ten Commandments of American Retail
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April 5, 2017
Ajisen China: Fast-Casual Restaurant Chain with Excess Assets
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February 21, 2017
Exclusive Interview with Marc Batlle Mercadé of ELCANO in Spain
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