Archive Search

Search all previous Issues and Bonus Content:

Search By Keyword:

Browse Issues by Year:
May 31, 2019

Featured Investors: Brad Radin, Radin Capital Partners; Chris Welch, Diamond Hill Capital Management; Adam Parker, Center Lake Capital; Tucker Golden, Solas Capital; Ryan Dobratz, Jason Wolf, Third Avenue Management

Featured Investments: Alteryx, BorgWarner, Five Point Holdings, Krones, McDonald’s, MongoDB, Ontex Group, Pluralsight, Post Holdings, Red Rock Resorts, Stella International, Sterling Bancorp

April 30, 2019

Featured Investors: George Davis, Scott McBride, Hotchkis & Wiley; Nick Tompras, Tim Piechowski, Willem Schilpzand, Alpine Capital Research; David Marcus, Evermore Global Advisors; Ronald Chan, Chartwell Capital

Featured Investments: Citigroup, Discovery, Fairfax Financial, General Electric, General Motors, Modern Times Group, National Oilwell Varco, Nordic Entertainment Group, Sparx Group, Vodafone, Wells Fargo

March 31, 2019

Featured Investors: Matthew McLennan, Kimball Brooker, First Eagle Investment Management; Chris Niemczewski, Marshfield Associates ; Charles Lemonides, ValueWorks LLC; Shawn Kravetz, Esplanade Capital

Featured Investments: Arch Capital, Cummins, Fanuc, Jardine Matheson, Moody's, Orkla, Reed's, Schlumberger, Strategic Education, United Natural Foods, Weyerhaeuser., WisdomTree Investments

February 28, 2019

Featured Investors: Nigel Waller, Andrew Goodwin, Oldfield Partners; Thyra Zerhusen, Fairpointe Capital; Mitchell Scott, Choice Equities Capital Management

Featured Investments: Axon Enterprise, BT Group, Copa Holdings, Kansai Electric Power, Meredith, Mitsubishi UFJ, Molson Coors, Siemens, U.S. Xpress, Wabtec

January 31, 2019

Featured Investors: Alexander Roepers, Atlantic Investment Management; Morris Mark, Mark Asset Management ; Clifford Sosin, CAS Investment Partners ; Brad Evans, Heartland Advisors

Featured Investments: Amazon, Atos, Avnet, Bank of America, Carvana, Dell Technologies, Facebook, G4S, Harsco, Oshkosh