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October 15, 2019 Intelligent Cloning: Evaluating Allison Transmission Read More
September 19, 2019 Rupal Bhansali on Non-Consensus Investing Read More
January 12, 2019 PDF Solutions: Lowly Valued, with Net Cash and Growing SaaS Business Read More
January 12, 2019 Boustead: Catalyst-Rich Asian Real Estate Stock at One-Third of NAV Read More
January 10, 2019 IPG Photonics: Dominant Laser Company Run by Owner/Operator Read More
December 8, 2018 What Matters in Banking Read More
September 19, 2018 The Case for Europe – Myths vs Reality Read More
August 20, 2018 BofI: Compounding Machine in Form of Branchless Pure-Play Internet Bank Read More
June 27, 2018 Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries Read More
May 22, 2018 Alex Kinmont on the Macro Backdrop for Value Investing in Japan Read More
April 10, 2018 Highlights from Asian Investing Summit 2018 Read More
April 4, 2018 Keyence: Highest-Quality Business in Global Industrial Automation Space Read More
February 28, 2018 Appendix — Human Misjudgment Revisited Read More
January 17, 2018 Highlights from Best Ideas 2018 Read More
January 13, 2018 XPO Logistics: Well-Managed Global Leader a Potential Acquisition Target Read More
November 26, 2017 BMW: Shareholder-Friendly, Readily Understandable Business with a Moat Read More
October 25, 2017 Bias from Over-Influence by Authority Read More
September 19, 2017 Exclusive Conversation with Alex Rubalcava of Stage Venture Partners Read More
August 30, 2017 Snapshot of Our Top Five Positions Read More
August 24, 2017 Making Sense of 3D Sensing Read More
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