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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 6, 2021
A Cheat Sheet on Holding Companies for Value Investors
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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January 5, 2021
Introducing the ZIPSS: Zillow, IAC, PAR Technology, Stitch Fix, Square
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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January 2, 2021
Reiterating Robotti & Company’s Value-Based Approach to Investing
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December 20, 2020
Why We Seek the Company of Long-Term Compounders
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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December 5, 2020
Desai Capital Management: Value Drivers vs. Value Traps
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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August 14, 2020
Episode 4: Position Management and Research | BRK Q2 Recap
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August 11, 2020
The Search for Value, and the Road Ahead
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August 7, 2020
Replay Our First Small Group Virtual Member Meetup
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July 8, 2020
The Dam Has Broken
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July 3, 2020
Interactive Brokers: Automated, Low-Cost, High-Margin Business
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