Broyhill overview and investment philosophy
Portfolio management
Risk management
Team size and research process and idea generation
Macro outlook and incorporation into process
Valuation When to sell
What Chris is...
Published 04/18/24
Business description
Business Model
Problems solving and value proposition
Market share
Pricing power and pricing strategy
Balance Sheet
Income statement and biggest costs/expenses
Future growth opportunities
Market penetration
Ryan's history at XPEL
Margins and returns on invested...
Published 04/12/24
Diamond Hill is a philosophically pure intrinsic value investing firmLiving in Columbus, The Austin of OhioWhat makes a great equity analyst vs an average analystHow to determine investing team size (using math)Analyst productivity and how that leads to a better opportunity set and ultimately...
Published 03/28/24