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January 15, 2022 Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts Read More

January 14, 2022 Tuesday Morning: Post-Bankruptcy Equity With Positive Outlook Read More

January 14, 2022 P10: Premier Private Markets Asset Manager Focused on Middle Market Read More

January 13, 2022 AIG: Improving Operations, Cutting Costs, Returning Capital to Owners Read More

January 13, 2022 FICO: Pricing Power, Double-Digit Organic Growth, High Margins Read More

January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More

January 12, 2022 PG&E: Valuation Discount Unwarrated Under New Management Read More

January 7, 2022 The Barrier to Entry to Finding Great Investments Read More

January 5, 2022 Stay Cognizant of Market History, Focus on Cash Flow Over Stories Read More

December 14, 2021 Howard Marks and Chris Goulakos on Tech Disruption and Value Investing Read More

October 15, 2021 PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank Read More

October 14, 2021 Amrest: Owner-Operated, Growing European Fast Food Operator Read More

October 14, 2021 Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business Read More

September 30, 2021 Adam Rozencwajg on the Investment Implications of Copper Supply Issues Read More

September 21, 2021 European Banks Might Finally Be Ready to Rise From the Ashes Read More

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

July 7, 2021 Micron: Leader in Growing Industry With Supply-Side Discipline Read More

May 27, 2021 A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management Read More

May 12, 2021 Jon Bathgate on the Key Players and Trends in the Semiconductor Industry Read More

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