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valuation
July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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June 1, 2021
Larry Cunningham on Margin of Trust: The Berkshire Business Model
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May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 10, 2021
Rajeev Agrawal on Key Lessons Learned Over the Past Year
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
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February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 28, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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January 27, 2021
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 19, 2021
Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader
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January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
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January 18, 2021
IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand
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January 16, 2021
Bakkafrost: Family-Run, Leading Producer of Farmed Salmon
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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