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June 25, 2023 CDW: Scale-Advantaged Value-Added Reseller With Growth Runway Read More

June 21, 2023 Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets Read More

June 21, 2023 Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses Read More

February 23, 2023 Outperforming by Focusing on Good Businesses With Low Expectations Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

January 17, 2023 Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation Read More

January 16, 2023 Nestle: Changes in Culture and Portfolio Drive Growth Acceleration Read More

January 13, 2023 Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview) Read More

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 11, 2022 Universal Music Group: World’s Largest Owner of Music Rights 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