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October 19, 2023
Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM
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October 18, 2023
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
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October 18, 2023
Teleperformance: Founder-Led, Growing Customer Service Provider
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June 25, 2023
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
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June 23, 2023
Warner Bros. Discovery: Rapidly Deleveraging, Well-Run Media Giant
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June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
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June 21, 2023
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
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February 23, 2023
Outperforming by Focusing on Good Businesses With Low Expectations
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January 19, 2023
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 17, 2023
Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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January 13, 2023
Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview)
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October 18, 2022
AcadeMedia: Leading Education Company in Northern Europe
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October 14, 2022
Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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