Investing at a Fair Price in Superior Businesses with Exceptional Managements
October 04, 2019
Peck, Adam
Valuing Businesses Using a Private Owner Approach
July 26, 2019
Hirsh, Joel D.
Finding Undervalued, Underappreciated Companies That Will Grow Over Time
July 12, 2019
Tanaka, Graham
Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics
October 05, 2018
Auxier, J. Jeffrey
Finding Growth Opportunities in Names Related to Housing and Millennials
August 10, 2018
Elmaleh, Jacques R., Rothenberg, Steven J.
Adding Value Through a Balanced, Contrarian Investment Approach
June 01, 2018
Watson, Matthew
Using Scenario Analysis to Look at a Company’s Range of Outcomes
February 24, 2017
Koontz Jr., Warren
A Bottom-Up Strategy Focused on Capital Structure Catalysts
February 10, 2017
Green, Eric J.
Combining Fundamental and Technical Inputs in a GARP Strategy
January 27, 2017
Tuz, Peter W., Klintworth, Robert C.
Looking for Change in the Large-Cap Universe
December 30, 2016
Crawford, Kenneth, James, Meghan
Preserving Capital with Balanced Portfolios
November 04, 2016
Shikiar, Stuart A.
Media Companies Challenged by Cord-Cutting Consumers
October 07, 2016
Mogil, Ben
A Constructive View on Traditional Media Companies
October 07, 2016
Kupinski, Michael
Uptrend in TV Advertising as Data Measurement Improves
October 07, 2016
Nollen, Tim
Shift to Digital Media Creates New Revenue Streams
October 07, 2016
Meyers, Stan
Cable Channels Under Pressure as Consumers Drop Down Service Levels
October 09, 2015
Mogil, Ben
Strong Stock Selection Key to Building a Long/Short Fund
March 04, 2015
Investing in Consistent Companies at the Right Price
April 21, 2014
A Balanced Yet Flexible Approach to Investing as the U.S. Economy Improves
February 24, 2014
Media Companies Encounter Successes and Disruptions from the Digital Transition
October 21, 2013
Nonadvertising Revenue Streams Grow for Media Companies
October 21, 2013
Entertainment Companies Driven by Advertising Market and the Impact of Digital
October 10, 2013
Long-term, Contrarian Value Investing
February 26, 2013
Content Creators Unscathed Despite Delivery-Platform Uncertainty
October 26, 2012
Domestic Fees and International Revenue Growth in Cable Point to Attractive Value
October 25, 2012
Diversified Top-Down Investing in Mid-to-Large Companies
June 14, 2012
Secular Shifts in Communications Pyramid Offer Investment Opportunities
May 23, 2012
Monetizing New Content-delivery Platforms - David Bank - Rbc Capital Markets
October 31, 2011
A Positive Long-term Outlook For Cable Networks - David C. Joyce - Miller Tabak + Co., Llc
October 31, 2011
Consolidation & Competition In Data Storage - Jim Yin - Standard & Poor's
May 02, 2011
Customizable Growth-oriented Investing - Joseph Parnes - Technomart Investment Advisors
April 18, 2011
Long-term, Value-oriented Investing - Christopher Mittleman - Mittleman Brothers, Llc
February 07, 2011
Sweet Investments In The Confectioners Space - Charlie Mills - Credit Suisse
December 21, 2009
Mergers & Product Promotions In Beverages - Kaumil Gajrawala - Ubs Investment Bank
December 21, 2009
Outlook For Western Banks - Aaron James Deer - Sandler O'neil + Partners, Lp
July 13, 2009
INVESTING IN SMALL CAP VALUE STOCKS - JIM SIMMONS - ICM ASSET MANAGEMENT, INC.
October 01, 2007
DIVERSIFIED & COMMODITY CHEMICALS - HASSAN I. AHMED - HSBC SECURITIES (USA) INC.
June 18, 2007
CAPITAL GOODS COMPANIES - NED BORLAND - NEXT GENERATION EQUITY RESEARCH, LLC
June 11, 2007
INVESTING IN GLOBAL EQUITIES - CHARLES LANNON & KARL BERGER - TORON CAPITAL MANAGEMENT LTD.
November 06, 2006
KATHRYN VORISEK - FIDUCIARY MANAGEMENT ASSOCIATES LLC
July 24, 2006
RICHARD SICHEL - THE PHILADELPHIA TRUST COMPANY
April 17, 2006
J.PRIDE / H.SMITH - THE HAVERFORD TRUST COMPANY
January 30, 2006
Outlook For Communications: Vik Grover - Kaufman Brothers Lp
September 03, 2003
Zachary Easton - Coronado Capital Management
May 29, 2000
F. Barry Nelson - Advent Capital Management
March 06, 2000
Hugh M. Neuburger - Dlj Asset Management
January 31, 2000
Bill Bradley - Enlighten Software Solutions Inc (sftw)
January 31, 2000
Medical Technology : Chris Shibutani - Chase H&q
January 13, 2000
Retail: Holiday Shopping : Jeffrey M. Feiner - Lehman Brothers
December 27, 1999
Svein W. Faye Lien - Axis Shield Plc (asd.l)
December 13, 1999
Daniel M. Brewer - Laird Norton
December 06, 1999
Specialty Pharmaceuticals & Drug Delivery : Donald B. Ellis - Robertson Stephens
December 02, 1999
David S. Plants - Dresdner Rcm Global Investors
November 29, 1999
Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
New Media Stocks : Lawrence F. Marcus - Deutsche Banc Alex. Brown
November 15, 1999
Andrew A. Lanyi - Cibc World Markets Corporation
November 15, 1999
Roundtable Forum: Practice Management Industry
December 14, 1998
James O. Collins - Insight Capital Research & Management
December 07, 1998
Fertilizer Stocks : Robert A. Koort - Deutsche Bank Securitiies
November 30, 1998
D. Paul Cohen - Dirty Dozen Research: No Agenda
October 12, 1998
Alan B. Lancz - A.b. Lancz & Associates Inc
August 31, 1998
Energy Stocks : Sunita Singh - Fiduciary Trust Intl
July 13, 1998
