Our research analysts are industry specialists with extensive knowledge and insight. Their unique industry perspectives are featured in this monthly series.

Organized by sector teams, analysts develop their own models with criteria relevant to their industries and sectors versus applying one common set of criteria to discern intrinsic value. In addition, most of our research is generated internally, insulating us from much of Wall Street’s white noise.

Select A Year:
Bank OZK: A True Compounder »
By John Loesch, CFA »
August 2018
Identifying businesses with unique business models, skilled management teams, and competitive positioning, which have also demonstrated an ability to grow intrinsic value at attractive rates over the long term, is what truly excites us.
Superior Online Advertising Platforms Enabled by the Internet Ecosystems of Google and Facebook »
By Varun Gupta, CFA »
July 2018
We believe the combination of best internet services for users, providing best-in-class self-serve advertising platforms to advertisers, as well as other internet ecosystem benefits will position Google and Facebook well for the coming years.
Thinking Inside the Box: The Self-Storage Industry »
By Josh Barber, CFA »
June 2018
We believe a focus on balance sheet is very important when evaluating real estate investment trusts.
Rewarding the Patient Investor: Red Rock Resorts »
By Aaron Monroe, CFA »
May 2018
In addition to strong company fundamentals, Red Rock also has an aligned management team with a long-term focus.
The Impact of Corporate Tax Reform on the Technology Sector »
By Nate Palmer, CFA, CPA »
April 2018
Cash and investments on the balance sheet remain a meaningful source of value at several current technology holdings.
Volatility in Airline Industry Stocks »
By Jason Downey, CFA »
March 2018
The industry’s long history of destroying capital continues to weigh on the minds of investors.
Global Opportunities in the Private Banking Industry »
By Tyler Ventura, CFA »
February 2018
Understanding competitive dynamics both inside and outside the United States has always been an important component of our research process.
Long-Term Thinking in the Cyclical Housing Industry »
By Micah Martin, CFA »
January 2018
The first rule in a cyclical business is that you have to be able to survive the trough of the cycle and come out on the other side.
Driving Our Investments into the Future »
By Brian Bath, CFA »
December 2017
We look for companies that recognize important trends such as electric and autonomous vehicles and take the appropriate steps to position themselves for success over the long term.
The Great Drug Pricing Debate: Could Value-Based Pricing be the Panacea? »
By Igor Golalic, CFA »
November 2017
Value-based pricing looks like a pragmatic long-term solution that ought to be implemented more broadly.
1 2 3 4 5 6 7
back to top