Business Deep-Dives
Gabelli Funds on Carvana Co. (🇺🇸 Ticker: CVNA), an online-only used car retailer that sells used cars, trucks and SUVs
Upslope Capital on Garmin Ltd. (🇺🇸🇨🇭 Ticker: GRMN), an American/Swiss-domiciled multinational technology company and Japan Exchange Group (🇯🇵 Ticker: 8697), the largest operator of financial (equities and derivatives) exchanges in Japan
Headwaters Capital on TransMedics (🇺🇸 Ticker: TMDX), a medical technology company transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure
Technology and Investing
Man Group: Shining Light into the Machine Learning Black Box
Miscellaneous
Emerging Markets: A Rare Window of Opportunity by Polen Capital
Jensen Investment: Reasons to Be Fearful? It Depends
Masters in Business: 🎧 Cass Sunstein on Behavioral Finance and Wealth
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