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January 10, 2022 IAC/InterActiveCorp: Well-Managed Holding Company at SOTP Discount Read More

January 9, 2022 Kaspi: E-Commerce, Fintech, and Payments Leader in Kazakhstan Read More

January 9, 2022 Glass House Brands: Cannabis Company With High Optionality Read More

January 9, 2022 Clorox: Cash-Generative Business With Favorable Long-Term Trends Read More

January 9, 2022 ITC Limited: Diversified, Well-Managed Conglomerate in India Read More

January 9, 2022 Centre Testing: Leading Testing and Inspection Provider in China Read More

January 9, 2022 Telsys: Global Leader in Growing Niche Market With High Margins Read More

January 9, 2022 Emergent Biosciences: Positive Outlook After Major Setbacks Read More

January 9, 2022 Shopify: E-Commerce Enabler Run By Exceptional Founder/CEO Read More

January 2, 2022 Bill Cummings: Lessons and Legacy — A Worthy Path in Business and Life Read More

December 21, 2021 S2E14: Superforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021 Read More

December 14, 2021 S2E13: Michael Mauboussin‘s Expectations Investing | The Right Amount of Lying Read More

December 14, 2021 Howard Marks and Chris Goulakos on Tech Disruption and Value Investing Read More

December 14, 2021 Savneet Singh and Scott Miller on Winning in Enterprise Softwaret Read More

December 14, 2021 Bryan Lawrence on the Two Challenges Facing a Fund Manager Read More

December 14, 2021 Michael Mauboussin and Saurabh Madaan on Expectations Investing Read More

December 14, 2021 Nick Devlin and Elliot Turner on the Business Model of Naked Wines Read More

December 14, 2021 Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds Read More

December 14, 2021 Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry Read More

December 14, 2021 Glenn Surowiec on Value-Oriented Investing on the Right Side of Change Read More