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September 3, 2018 Liquidity Services: GovDeals Alone Worth More Than Total EV Read More

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

April 27, 2018 Update on Selected Companies in Our Portfolio Read More

April 6, 2018 CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses Read More

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

March 3, 2018 B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator Read More

March 2, 2018 Darwin’s Power and Porter’s Missing Force – A Framework for Global Returns Read More

February 15, 2018 Portfolio Commentary Read More

January 12, 2018 IES Holdings: Well-Managed, Owner-Operated Rollup in Electrical Wiring Services Read More

January 12, 2018 Andina/Lazydays: RV Dealership Going Public via SPAC Read More

January 12, 2018 Autohome: Cash-Generative, Leading Online Automotive Portal in China Read More

January 12, 2018 Future Enterprises: Infrastructure Provider for India’s Leading Retailer Read More

December 26, 2017 Focus on Good Businesses with Low Expectations Read More

October 19, 2017 S&P Global: A Collection of Great Businesses Read More

October 11, 2017 Highlights from European Investing Summit 2017 Read More

October 6, 2017 Arcus: Asset-Light, Cash-Generative Nordic Leader in Wine and Spirits Read More

August 12, 2017 Liquidity Services: Owner-Operated Niche Online Auction Business Read More

July 6, 2017 Cision: Cloud Business with Durable Competitive Advantage Read More

July 5, 2017 Bank of New York Mellon: Largest Player in Sticky Custody Business Read More

June 27, 2017 Scott Miller on Investing “Off the Beaten Path” Read More