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January 15, 2022 Fairfax India: Well-Managed, Growing Holding Company at Discount Read More

January 3, 2022 Small- and Mid-Cap Investing in Emerging Markets; China vs. India Read More

December 14, 2021 Nick Devlin and Elliot Turner on the Business Model of Naked Wines Read More

December 14, 2021 Glenn Surowiec on Value-Oriented Investing on the Right Side of Change Read More

November 4, 2021 Jim and Abigail Zimmerman on the Philosophy of Lowell Capital Read More

July 18, 2021 Ted Seides on Capital Allocators: How the World’s Elite Managers Lead… Read More

July 17, 2021 Richard Fenning on His Book, What on Earth Can Go Wrong Read More

July 10, 2021 Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry Read More

July 8, 2021 Clarus: Owner-Operator Creating Value Through Capital Allocation Read More

July 8, 2021 Peloton: Interactive Fitness Platform, Vertically Integrated Media Company Read More

May 10, 2021 Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing Read More

April 21, 2021 SingTel: Dominant Singapore Telco, With Business Portfolio Across Asia Read More

April 14, 2021 REA Group: Leading Australasian Real Estate Listings Platform Read More

April 14, 2021 Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet Read More

April 6, 2021 Post COVID: More Inequality, More Grievances, More Debts Read More

March 10, 2021 Marc Rubinstein on the Not-So-Surprising Downfall of Greensill Read More

January 27, 2021 Naked Wines: Subscription-Based Business With Strong Unit Economics Read More

January 20, 2021 Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 19, 2021 Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader Read More