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October 18, 2022 AcadeMedia: Leading Education Company in Northern Europe Read More

October 14, 2022 Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank Read More

October 6, 2022 Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch Read More

July 1, 2022 Spotify: High-ROI Grower With Scale, Brand, and Network Effects Read More

July 1, 2022 Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers Read More

April 15, 2022 Redington India: Move From Products to Services Creates Growth Engine Read More

April 7, 2022 Aucnet: Cash-Generative Business, Misunderstood Growth Prospects Read More

January 30, 2022 Global Fashion Group: Well-Positioned E-Commerce Player at Discount Read More

January 22, 2022 Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life Read More

January 15, 2022 Rent-A-Center: Transformed Into High-Growth Fintech Platform Read More

December 14, 2021 Michael Mauboussin and Saurabh Madaan on Expectations Investing Read More

November 4, 2021 Jim and Abigail Zimmerman on the Philosophy of Lowell Capital Read More

November 2, 2021 Learning from Guy Spier: Path in Investing, Philosophy, Case Studies Read More

August 5, 2021 James Aldigé on the Investment Philosophy of Clio Asset Management Read More

July 10, 2021 Next plc: Simple, Well-Managed, Well-Positioned, Growing Business Read More

July 10, 2021 Countryside Properties: High-Quality Partnerships Business a Hidden Gem Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 10, 2021 Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry Read More

July 7, 2021 Eastern Company: Engineered Solutions Provider With Strong FCF Read More

January 27, 2021 Naked Wines: Subscription-Based Business With Strong Unit Economics Read More