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working capital
February 23, 2023
Outperforming by Focusing on Good Businesses With Low Expectations
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January 17, 2023
Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation
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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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April 7, 2022
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 15, 2022
Rent-A-Center: Transformed Into High-Growth Fintech Platform
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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