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valuation
October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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October 5, 2022
Finding Value in European Banks and Other Old Economy Sectors
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October 5, 2022
Automotive Industry: Attractive Medium-Term Investment Case
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October 4, 2022
Patrizia SE: Preview of Idea Session at European Investing Summit 2022
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September 2, 2022
Kochouseph Chittilappilly on Building Two Public Companies in India
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September 2, 2022
Vinay Rao on Managing the Portfolio of Tata AIG General Insurance
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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July 17, 2022
Tim Koller on Valuation: Measuring & Managing the Value of Companies
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July 15, 2022
Charles Sunnucks on The Company Valuation Playbook
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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July 1, 2022
Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale
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July 1, 2022
Archaea Energy: Clear Leader in Landfill Renewable Natural Gas
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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June 30, 2022
Universal Music Group: Scale Affords Negotiating Leverage
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June 30, 2022
Container Store: Emerging Moat Due to Focus on Custom Closets
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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June 28, 2022
FlatexDegiro: Competitively Advantaged Low-Cost Online Broker
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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April 8, 2022
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
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April 8, 2022
A Review of Ben Graham’s Value Investing Strategy: “Net Nets”
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