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December 20, 2020 Best Ideas 2021 Preview: Tetra Technologies Read More

December 5, 2020 Desai Capital Management: Value Drivers vs. Value Traps Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

October 5, 2020 Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker Read More

July 3, 2020 OTIS: Recently Spun Off Elevator Leader with High ROIC Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

April 10, 2020 Bajaj Holdings: Indian Holding Company at Steep Discount to NAV Read More

April 10, 2020 CONCOR: Dominant, Growing Container Train Operator in India Read More

January 14, 2020 Highlights from Best Ideas 2020 Read More

January 11, 2020 Restoration Hardware: Pivoting Toward Luxury Brand Status Read More

January 11, 2020 Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet Read More

January 11, 2020 Terravest Industries: Rollup Done the Right Way, Aligned Management Read More

January 10, 2020 PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF Read More

January 10, 2020 BioSpecifics: Early-Stage Medical Firm with FCF and Optionality Read More

January 8, 2020 CPL: Owner-Operated Steady Grower in Workforce Services Read More

January 8, 2020 Jacquet Metal Service: Owner-Operated Leader with M&A Upside Read More

December 22, 2019 Merry Christmas from Mr. Market? Read More

November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

October 11, 2019 Investors and Progress Read More