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September 23, 2022 Peter Gustafson on Long-Term Co-Ownership of Great Businesses Read More

September 16, 2022 Automotive Industry: Attractive Medium-Term Investment Case Read More

September 13, 2022 S3E01: The Cyclicality of Malthusianism Read More

September 11, 2022 Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch Read More

September 2, 2022 Highlighted Tweet by JMihaljevic Read More

September 2, 2022 Kochouseph Chittilappilly on Building Two Public Companies in India Read More

September 2, 2022 Vinay Rao on Managing the Portfolio of Tata AIG General Insurance Read More

August 31, 2022 Finding Value in European Banks and Other Old Economy Sectors Read More

August 23, 2022 Highlighted Tweet by JMihaljevic Read More

August 21, 2022 Kevin Durkin on His Investment Philosophy and Process Read More

August 16, 2022 Highlighted Tweet by pcordway Read More

August 7, 2022 Highlighted Tweet by ChrisBloomstran Read More

July 22, 2022 Sebastian Mallaby on His Book, The Power Law Read More

July 20, 2022 Richard Lawrence on The Model: 37 Years Investing in Asian Equities Read More

July 20, 2022 George Athanassakos on Value Investing: From Theory to Practice Read More

July 20, 2022 Baruch Lev on His Book, The End of Accounting and the Path Forward… Read More

July 20, 2022 Nick Timiraos on Trillion Dollar Triage: How Jay Powell and the Fed Battled… Read More

July 17, 2022 Larry Cunningham on His Book, Quality Shareholders Read More

July 17, 2022 Sujeet Indap on His Book, The Caesars Palace Coup Read More

July 17, 2022 Tim Koller on Valuation: Measuring & Managing the Value of Companies Read More