Ranked #1
SID 0034 Knowles (KN) - Part 1
SID 0034 Knowles (KN) - Part 1
Knowles Corp. has suffered mightily since its spinoff from Dover Corp. in early 2014, mostly from the disastrous acquisi... Read more
10 Sep 2017
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1hr 32mins
Ranked #2
SID 0033 Free Trade Doesn't Work - Part 4
SID 0033 Free Trade Doesn't Work - Part 4
Donald Trump is about to be inaugurated as the 45th president of the United States. As far as we can tell, every other ... Read more
21 Jan 2017
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55mins
Ranked #3
SID 0032 Free Trade Doesn't Work - Part 3
SID 0032 Free Trade Doesn't Work - Part 3
Institutional investment strategists follow economic and market data closely, and tend to weave together a narrative tha... Read more
14 Jan 2017
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41mins
Ranked #4
SID 0031 Free Trade Doesn't Work - Part 2
SID 0031 Free Trade Doesn't Work - Part 2
The historical record shows that countries that rise to economic greatness did so through a strong industrial policy, wh... Read more
7 Jan 2017
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1hr 14mins
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Ranked #5
SID 0030 Free Trade Doesn't Work - Part 1
SID 0030 Free Trade Doesn't Work - Part 1
History is replete with unanticipated events: Pearl Harbor, the dismantling of the Berlin Wall, the 2008 credit meltdown... Read more
1 Jan 2017
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39mins
Ranked #6
SID 0029 Generac (GNRC) Part 4
SID 0029 Generac (GNRC) Part 4
When we first examined the home standby generator market, we were struck by what seems to be a unanimity of opinion that... Read more
25 Dec 2016
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44mins
Ranked #7
SID 0028 Generac (GNRC) Part 3
SID 0028 Generac (GNRC) Part 3
Generac astutely commandeered the clear leadership position in home standby generators during the late 1990s and after t... Read more
13 Dec 2016
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1hr 22mins
Ranked #8
SID 0027 Generac - Part 2
SID 0027 Generac - Part 2
For at least a decade, Generac's strategy has been to leverage off of its clear leadership in the home standby generator... Read more
7 Nov 2016
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1hr 3mins
Ranked #9
SID 0026 Generac - Part 1
SID 0026 Generac - Part 1
Generac has seen its sales and earnings decline for over two years. Four powerful storms swept across the U.S. in the 2... Read more
4 Oct 2016
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1hr 13mins
Ranked #10
SID 0025 Central Garden & Pet - Part 3
SID 0025 Central Garden & Pet - Part 3
Central Garden & Pet contains numerous distinct businesses within its two namesake segments. In part 3 of this podc... Read more
2 Jul 2016
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1hr 50mins
Ranked #11
SID 0024 Central Garden & Pet (CENT) - Part 2
SID 0024 Central Garden & Pet (CENT) - Part 2
In Part 2 of the Central Garden & Pet podcast, we continue to review the operations of the company beginning with po... Read more
2 Jun 2016
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1hr 11mins
Ranked #12
SID 0023 Central Garden & Pet - Part 1
SID 0023 Central Garden & Pet - Part 1
In Part 1 of this three-part podcast, we start by presenting some background on Central Garden & Pet, and we discuss... Read more
29 May 2016
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1hr 25mins
Ranked #13
SID 0022 Columbia Sportswear (COLM)
SID 0022 Columbia Sportswear (COLM)
In this podcast, we examine what has caused growth in outerwear, sportswear, and footwear to accelerate since the 2008 c... Read more
6 Apr 2016
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1hr 9mins
Ranked #14
SID 0021 Power Integrations (POWI) - Part 2
SID 0021 Power Integrations (POWI) - Part 2
In Part 1 of our podcast of analysis of Power Integrations' stock, we laid out how we saw it fitting in to stock market ... Read more
19 Mar 2016
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38mins
Ranked #15
SID 0020 Power Integrations - Part 1
SID 0020 Power Integrations - Part 1
The last major milestone for Power Integrations was its release of LinkSwitch2 in late 2008 to early 2009. LinkSwitch, ... Read more
12 Mar 2016
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1hr 12mins
