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June 27, 2019 SS&C: Market Underestimates Growth and Operating Leverage Read More

June 27, 2019 Utah Medical Products: Niche Device Maker with Disciplinary Moat Read More

June 26, 2019 Disciplinary Moats and Super Moats: Insights Into Contemporary Formations of Structural Advantage Read More

June 13, 2019 Five Easy Games for Fundamental Value-Driven Investors Read More

June 7, 2019 Aswath Damodaran on Valuation: Four Lessons to Take Away Read More

June 7, 2019 Why I Prefer Compounders Over Short-Term Re-Raters Read More

June 4, 2019 Trade Wars and Recessions: Investing Under Conditions of Uncertainty Read More

April 29, 2019 Paratek Pharmaceuticals: Biotech Firm Developing Novel Antibiotics Read More

April 12, 2019 Hikari Tsushin: Mid-Cap Compounding Vehicle in Japan Read More

March 25, 2019 The Art of the Sale Read More

March 19, 2019 The Promoter Premium in Indian Equities Read More

March 8, 2019 Uzbekistan Awakes Read More

February 28, 2019 Orca Exploration: Graham-Style Deep Value Bargain Read More

January 28, 2019 My Investment Thesis on GYM Group Read More

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

January 16, 2019 Long-Term Value Investing and Current Market Opportunities Read More

January 12, 2019 Intelligent Systems: Owner-Operated Card Issuer Processing Software Firm Read More

January 11, 2019 Sensata: Highly Cash-Generative Automotive Sensor Leader Read More

January 11, 2019 Sea Limited: Shopee Subsidiary Creates Strategic Upside Read More

January 11, 2019 Tidewater: Post-Bankruptcy, Well-Capitalized Leader at Discount Read More