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December 30, 2020

Featured Investors: Ric Dillon, VELA Investment Management; Candace Weir, Amelia Weir, Paradigm Capital Management; Chuck Akre, Akre Capital; James Davolos, Horizon Kinetics; Rom Wilson, ACM Capital Management

Featured Investments: AbbVie, Aéroports de Paris, Ashland, Brooks Automation, DS Smith, GenMark Diagnostics, Intercontinental Exchange, Kirby, Omnicell, Veeco Instruments, Washington Trust

November 30, 2020

Featured Investors: Ben Preston, Orbis Investments; Travis Cocke, Voss Capital; Russell Napier, Orlock Advisors ; Will Thomson, Massif Capital; Charles Lemonides, ValueWorks LLC

Featured Investments: Anthem, Autohome, Avid Technology, Equinor, Extreme Networks, Five Below, Louisiana-Pacific, Nintendo, Rimini Street, Sberbank, Vestas Wind Systems

October 30, 2020

Featured Investors: David Herro, Eric Liu, Harris Associates; Mark Oelschlager, Oelschlager Investments; Dan Davidowitz, Polen Capital ; Mark Peason, Arcus Investment

Featured Investments: Atlantic Union Bankshares, BlackBerry, BNP Paribas, Daimler, Designer Brands, Gartner, Glencore, Herman Miller, Naspers, Steven Madden, Toyota Tsusho

September 30, 2020

Featured Investors: Yen Liow, Aravt Global; James Callinan, Osterweis Capital Management; William Costello, Westwood Holdings; Alec Shaffner, Admiral Capital Partners

Featured Investments: Aaron’s, Axon Enterprise, Bloomin’ Brands, Blue Prism, Boyd Group Services, Century Communities, Five9, James River, Keywords Studios, Progyny, Safran

August 31, 2020

Featured Investors: Andrew Brenton, Turtle Creek Asset Management; Chris Mittleman, Mittleman Brothers Investment Management; Daniel Malan, Mikael Liefferink, Perspective Investment Management ; Daniel Fields, Todd Morris, Polen Capital

Featured Investments: Badger Daylighting, Berry Global, Cashbuild, Cineplex, Denso, Greatview Aseptic Packaging, Home Capital, International Game Technology, Middleby, Premium Brands, Siemens Healthineers, Village Roadshow

July 31, 2020

Featured Investors: Philip Best, Marc Saint John Webb, Quaero Capital; Christopher Smith, Artisan Partners; Joseph Shaposhnik, TCW Group; David Iben, Kopernik Global Investors

Featured Investments: Agilent, Aon, Cegedim, Cellularline, China Telecom, Constellation Software, Fidelity National Information, IHS Markit, Newcrest Mining, Quadient, T-Mobile, TransUnion

June 30, 2020

Featured Investors: William Rice Jr., Anchor Capital Advisors ; Daniel Barker, Eric Almeraz, Apis Capital ; Kristofer Medina, Medina Singh Partners ; Michael Heap, Orbis Investments ; Ryan Krafft, Scott Management LLC

Featured Investments: Addtech, Bluebird Bio, BMW, Ducommun, Flir Systems, Hudson Pacific Properties, Intelligent Systems, Kambi Group, Royal Mail, Spectrum Brands, SS&C Technologies, Tokai Carbon Korea, Watsco

May 29, 2020

Featured Investors: David Green, Hotchkis & Wiley; Steve Scruggs, Queens Road Funds; Masakazu Takeda, Hennessy Japan Fund; Nick Tompras, Alpine Capital Research ; Mario Cibelli, Marathon Partners Equity Management

Featured Investments: Affiliated Managers Group, Deckers Outdoor, Evercore, Fabrinet, General Electric, G-III Apparel, Grubhub, Keyence, MasTec, MSC Industrial Direct, News Corp., TE Connectivity

April 30, 2020

Featured Investors: Mason Hawkins, Staley Cates, Ross Glotzbach, Southeastern Asset Management; Peter Keefe, Avenir Corporation; Bill Nygren, Harris Associates; Chuck Akre, John Neff, Chris Cerrone, Akre Capital Management; James Montier, GMO ; Eric Cinnamond, Jayme Wiggins, Palm Valley Capital; Rob Arnott, Research Affiliates; Brian Kersmanc, GQG Partners ; Álvaro Guzmán, Fernando Bernad, Azvalor Asset Management; Whitney George, Sprott Asset Management; Harry Hartford, Causeway Capital Management; Stephen Arnold, Aoris Investment Management

Featured Investments: American Tower, Bonanza Creek Energy, Copart, Experian, Meliá Hotels, Nestlé, Pason Systems, Pinterest, Prosus, Rolls-Royce

March 31, 2020

Featured Investors: David Samra, Artisan Partners; Ed Wachenheim, Greenhaven Associates; William Costello, Westwood Holdings ; Adam Patinkin, David Capital Partners ; Jennifer Wallace, Summit Street Capital Management

Featured Investments: Compass Group, Goldman Sachs, Imperial Oil, IWG, Lennar, Novartis, Richemont, United Therapeutics, Whirlpool

February 27, 2020

Featured Investors: Jeff Ubben, ValueAct Capital; Mitch Rubin, RiverPark Funds; Brian Macauley, Broad Run Investment Management; Clifford Sosin, CAS Investment Partners; Pieter Taselaar, Lucerne Capital Management; Simon Denison-Smith, Jonathan Mills, Metropolis Capital; Robert Robotti, Robotti & Co.; Will Thomson, Massif Capital; Arjun Jayaraman, Causeway Capital Management ; Charles Murphy, Liberty Park Capital Management

Featured Investments: Altice USA, At Home, BP, CarMax, Harley-Davidson, Lithium Americas, Norbord, Solaris Oilfield, Texas Instruments

January 31, 2020

Featured Investors: Keith Ashworth-Lord, Sanford DeLand Asset Management; David Shapiro, Evan Vanderveer, Vanshap Capital; Yen Liow, Aravt Global; Jim Roumell, Roumell Asset Management

Featured Investments: Games Workshop, Glenveagh Properties, Hoteles City Express, Pinfra, RM Plc, Rollins, RWS Holdings, Safran, TBC Bank, Zagg