Special Reports

Special Report: XPEL

35 pages and 54 interviews on a great company going through a blip

Mar 27 •

Special Report: Seaport Entertainment (SEG)

SEG is a spin-off that owns real estate in the heart of Manhattan

Nov 21, 2024 •

Special Report: Watches of Switzerland (WOSG.L)

WOSG is a retailer and partner to Rolex trading at 10x FCF with double-digit growth

Aug 20, 2024 •

Special Report: TerraVest Industries (TVK.TO)

Canadian rollup with excellent management track record and alignment

Jan 24, 2024 •

Special Report: Concerns at Naked Wines (WINE.L)

Two key weaknesses exist in the company's business model

Jun 6, 2022 •

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