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July 18, 2021
Howard Schilit on Financial Shenanigans: How to Detect Fraud
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July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 9, 2021
Sonatel: Double Play on Connectivity and Financial Services in West Africa
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July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
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June 23, 2021
Marc Rubinstein on Disruption in the Money Transfer Business
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May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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April 16, 2021
IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst
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April 14, 2021
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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January 19, 2021
America Movil: Quality Telecom Asset With Tower Divestment Catalyst
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January 16, 2021
Loral: HoldCo Discount to Be Eliminated Post-Merger With Telesat
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 14, 2021
Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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