Topics covered: Small-Cap Investing, Secular Growth Themes, Quality of Business, Long/Short Strategy, Investment Risk/Return, Growth at a Reasonable Price, Bottom-Up Stock Selection, All-Cap Investing
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), V.F. Corporation (NYSE:VFC), TJX Companies, Inc. (The) (NYSE:TJX), McDonald's Corporation (NYSE:MCD), Johnson & Johnson (NYSE:JNJ), Fly Leasing Limited (NYSE:FLY), CenturyLink, Inc. (NYSE:CTL), Chipotle Mexican Grill, Inc. (NYSE:CMG), AutoZone, Inc. (NYSE:AZO), Willis Group Holdings Limited (NYSE:WSH), Staples, Inc. (NASDAQ:SPLS), Pfizer, Inc. (NYSE:PFE), Office Depot, Inc. (NASDAQ:ODP), Medtronic, Inc. (NYSE:MDT), Intuitive Surgical, Inc. (NASDAQ:ISRG), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), EOG Resources, Inc. (NYSE:EOG), Brunswick Corporation (NYSE:BC), Boeing Company (The) (NYSE:BA), AstraZeneca PLC (NASDAQ:AZN), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Avago Technologies Limited (NASDAQ:AVGO), Warner Chilcott Limited, TRW Automotive Holdings Corporation (NYSE:TRW), Nu Skin Enterprises, Inc. (NYSE:NUS), Methode Electronics, Inc. (NYSE:MEI), McKesson Corporation (NYSE:MCK), LSI Corporation, Lear Corporation (NYSE:LEA), L Brands, Inc. (NYSE:LB), Herbalife LTD. (NYSE:HLF), Forest Laboratories Inc., Armstrong World Industries Inc (NYSE:AWI)
