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

October 14, 2021 Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount Read More

October 10, 2021 Contrarian Investment Opportunities for Uncertain Times Read More

October 4, 2021 Common Sense Is Uncommon: Areas of Concern in a Speculative Market Read More

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

August 25, 2021 Learning From Francisco Garcia Parames: Quotations and References Read More

August 21, 2021 Edward Chang on Investing in Undervalued Growth Stocks Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

June 1, 2021 Owen Walker on Built on a Lie: The Rise and Fall of Neil Woodford… Read More

February 4, 2021 Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep Read More

January 17, 2021 Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically Read More

January 16, 2021 Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate Read More

January 16, 2021 CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued Read More

January 15, 2021 Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds Read More

January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More

January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More

January 13, 2021 Vifor Pharma: Attractively Valued Specialty Pharma Company Read More

January 2, 2021 Small Cap Value Investing: Why Bother? Read More

December 28, 2020 The Manual of Ideas – Winter 2021 Edition Read More

November 14, 2020 Ep. 17: Idea Generation | Berkshire’s Q3 | Bond-Style Equity Analysis Read More