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January 11, 2024 Card Factory: Well-Managed, High-ROIC Business With Two Catalysts Read More

January 11, 2024 Emergent BioSolutions: Distressed Debt Offers Attractive Risk-Reward Read More

January 10, 2024 G Mining Ventures: High FCF Likely After Near-Term Gold Mine Ramp-Up Read More

January 10, 2024 North American Construction, Ashtead Group, Builders FirstSource Read More

January 10, 2024 Ferroglobe: Delevered, Growing, Structurally More Profitable Read More

January 9, 2024 Why Optimism Regarding Future Small-Cap Returns May Be Misplaced Read More

January 9, 2024 If You Could Pick Twenty Stocks for Twenty Years, Which Would You Pick? Read More

January 7, 2024 Best Ideas 2024 Preview: Pharma Supplier Sartorius Stedim Biotech Read More

January 6, 2024 Christopher Tsai and Peter C. Keefe on Long-Term Outperformance Read More

January 6, 2024 Phil Ordway and Michael Mauboussin on the Art of Intelligent Investing Read More

January 6, 2024 Elliot Turner and Mario Cibelli on Investing and Activism in Small-Caps Read More

January 6, 2024 Will Thomson and Adam Lundin on Mining and the Lundin Group Read More

January 5, 2024 Hingham Institution for Savings and the US Regional Banking Sector Read More

December 27, 2023 The India Story: Krish Mehta on the Long-Term Investment Case Read More

December 26, 2023 Best Ideas 2024 Preview: Lollapalooza of Scale, Consolidation, and Growth Read More

December 22, 2023 Experimental Economics and Bubbles in the Laboratory Read More

December 22, 2023 Disruption in Weight Loss Drugs, and the Dangers of Buying Into Hype Read More

November 24, 2023 Gokul Raj Ponnuraj on Value Investing in Developing and Developed Markets Read More

November 7, 2023 Shyam Sekhar on Value-Oriented Investing in India Read More

October 26, 2023 J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process Read More