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Case Studies
August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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April 29, 2020
Sid Choraria on Developing a Winning Investment Process in Asia
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March 2, 2020
GrubHub: Core Holding, Despite Vitriol From Media and Shorts
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February 17, 2020
Wonderful Sky Financial Group: Extraordinary Valuation Anomaly
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February 8, 2020
TripAdvisor: Escalating Challenges in Core Meta Business
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January 30, 2020
Case Study: The Lifecycle of Our Investment in Lawson Products
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October 28, 2019
Long-Term and Cold-Minded Thinking Behind Some Investments in Greece
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September 19, 2019
David Barr on Catalyst-Driven Small-Cap Value Investing
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September 19, 2019
Rupal Bhansali on Non-Consensus Investing
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September 19, 2019
David Marcus on Partnering with Owner-Operators in Europe
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August 11, 2019
Why We Sold This Controversial Stock
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April 30, 2019
An In-Depth Case Study of Nintendo: Dominant Player in Growing Industry
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