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volatility
May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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May 25, 2021
Highlighted Tweet by Deezee1031
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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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 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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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
Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 15, 2021
Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking
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January 13, 2021
U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends
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January 13, 2021
Christian Billinger on Investing in Clusters of High-Quality Businesses
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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November 24, 2020
Crossroads Capital Letter: Our Own Link to the Past
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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