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September 1, 2020 TTI: Misunderstood and Overlooked Due to Complex Capital Structure Read More

August 10, 2020 Spotify: A Case Study in Business Strategy and Value Compounding Read More

October 26, 2019 Alliance Data Systems: Defensible Core, Rapidly Winning New Business Read More

January 22, 2019 Daniel Baldini on Small-Cap Investing in Quality Financial and Other Businesses Read More

January 16, 2019 PayPal and Roku: Improving Unit Economics in Large Markets Read More

October 13, 2018 HolidayCheck: Top Package Holiday Review Site to Unlock Earning Power Read More

October 11, 2018 Taptica: Underfollowed, Profitable Ad Tech Company at Discount Read More

October 3, 2018 Great Canadian Gaming: Toronto Bundles to Boost EBITDA Read More

September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture Read More

August 9, 2018 Hate for Cable, Change of Heart for DISCA? Read More

June 29, 2018 Canadian Agriculture Equipment Dealers Benefit from Consolidation Read More

June 28, 2018 Ferrovial: Moat Supported by Exceptional Toll Road in Canada Read More

June 27, 2018 The Walt Disney Company: Streaming Service to Widen Moat Read More

June 27, 2018 Charter: Fears of Slowdown in Core Broadband Business Overblown Read More

June 27, 2018 OTC Markets: Small-Equities Market with Owner-Operator CEO Read More

June 27, 2018 Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries Read More

June 27, 2018 IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value Read More

June 12, 2018 Previewing My Idea Presentation on BlackBerry Read More

June 1, 2018 MMA Offshore: Recapitalized Operator of Offshore Supply Vessels Read More

June 1, 2018 SM, Com2uS: Benefiting from Rise of Korea’s Cultural Economy (TRANSCRIPT NOW AVAILABLE) Read More