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Australia
September 28, 2023
Roshan Padamadan’s Musings on Crossover Investing
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April 27, 2023
Quantitative Value with Momentum: Strategy, Algorithm, Holdings
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April 26, 2023
CHI: Fuel Import Terminal with Near-Monopoly Access to Auckland
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January 18, 2023
Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand
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January 18, 2023
Ströer: Family-Controlled Out-of-Home Advertising Company
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January 17, 2023
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 8, 2023
Get Your Capital a Passport: Traveling Beyond the United States to Invest
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
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April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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April 8, 2022
ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Five Asian Companies to Outperform in a Stagflationary Environment
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April 6, 2022
Biocon: Vertically Integrated Growth Business With Transaction Catalyst
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 15, 2022
Fairfax India: Well-Managed, Growing Holding Company at Discount
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January 3, 2022
Small- and Mid-Cap Investing in Emerging Markets; China vs. India
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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