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July 3, 2018 What Is An Investment Process? Read More

June 28, 2018 Value Investing 3.0: Thoughts on the Evolution of Intelligent Investing Read More

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

June 25, 2018 A Man + Machine Process for Identifying Businesses with Moats Read More

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

June 1, 2018 Meritz: Financial Holding Company in Korea, with Merit-Based Culture Read More

May 31, 2018 Ashiana Housing: Real Estate Developer with Growth Runway in India Read More

May 24, 2018 Data, the “New Oil”, Hits an Oil Slick Read More

May 9, 2018 Why We Initiated a Position in Shire Read More

April 28, 2018 Resisting the Macro Urge Read More

March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More

March 11, 2018 Orca Exploration: Gas Producer with Strong Management and Catalyst Read More

March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More

March 5, 2018 General Electric: Turnaround Progressing Under “Outsider” CEO Read More

March 4, 2018 Embraer: Third-Largest Aircraft OEM Undervalued due to Short-Term Pressures Read More

March 4, 2018 Professor Baruch Lev Discusses His Book, The End of Accounting Read More

March 1, 2018 An Investor’s Approach to ESG Read More

February 12, 2018 The Timeless Investment Wisdom of Tom Gayner Read More

January 13, 2018 Haw Par: Undervalued Singapore-Based Family-Controlled Conglomerate Read More

January 10, 2018 Preview of Franklin Covey: Completing Transition from Sales to Subscription Model Read More