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working capital
January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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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
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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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
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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December 5, 2020
Desai Capital Management: Value Drivers vs. Value Traps
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 5, 2020
Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker
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July 3, 2020
OTIS: Recently Spun Off Elevator Leader with High ROIC
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