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February 14, 2020 Impressions from Ideaweek St. Moritz 2020 Read More

February 2, 2020 Select Portfolio Investments: Financials Read More

January 31, 2020 Good to Great: Sticking to a Few Simple Investment Principles Read More

January 30, 2020 Reviewing Our Process and Overall Investment Framework Read More

January 20, 2020 Corporate Culture: No Predator Without Prey Read More

January 11, 2020 Restoration Hardware: Pivoting Toward Luxury Brand Status Read More

January 11, 2020 Info Edge: Online Platform with Startup Investment Optionality Read More

January 11, 2020 Gruma: Well-Managed, World-Leading Tortilla and Corn Flour Producer Read More

January 11, 2020 Cashmere Valley Bank: Attractively Valued, with Growth Prospects Read More

January 11, 2020 Liberty: Oilfield Services Firm with Leading Operational Execution Read More

January 10, 2020 Hemisphere Media: Unique Hispanic Media Assets, Strong Management Read More

January 10, 2020 Airlines: Planes, Credit Cards, and the Shiny Object Syndrome Read More

January 10, 2020 PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF Read More

January 10, 2020 Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition Read More

January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More

January 9, 2020 Synchrony: Card Issuer with Valuable Data Analytics Business Read More

January 8, 2020 Phil Ordway on (I) Capital Allocation and (II) Discount Brokers Read More

January 8, 2020 Jacquet Metal Service: Owner-Operated Leader with M&A Upside Read More

December 18, 2019 The Manual of Ideas – Winter 2019/2020 Edition Read More

November 10, 2019 Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount Read More