Description
With special guest Dave Breazzano, head of credit at Polen Capital.
A CERTAIN SKEPTICISM
2025-07-0934:10
A PROMISE TO PAY
2025-06-2643:46
NOTHING NEW UNDER THE SUN
2025-06-0443:05
PRICE AS YOUR GUIDE
2025-04-2537:44
IN A TROUBLED WAY
2025-03-2446:46
REALLY GOOD BREAKS
2025-03-1440:53
BUTTONED-UP BORROWERS
2025-02-1135:51
PARALLELS TO HISTORY
2025-01-2347:28
BACK TO THE FUTURE
2024-12-1138:26
GROWTH AND PROFITABILITY
2024-11-2031:44
NOT SO GOOD NEWS
2024-10-1832:22
LONG IN THE TOOTH
2024-09-1638:00
THE NEXT MELTDOWN
2024-08-0629:10
INTERNATIONAL VALUE MYSTERIES
2024-07-1035:14
A COMPELLING MODEL
2024-07-0339:12
UNRECOGNIZED LOSSES
2024-06-2634:00
MANIFESTATION OF EARNINGS
2024-06-1234:40
A MATTER OF PERSPECTIVE
2024-05-1742:20
INNER WORKINGS
2024-05-0829:13
OPPORTUNITIES IN COMEUPPANCE
2024-04-2927:36
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