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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