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October 16, 2018 Highlights from European Investing Summit 2018 Read More

October 13, 2018 Broadcast TV Industry: European Players Likely Undervalued as TV Not Dead Read More

October 11, 2018 Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader Read More

October 5, 2018 The Manual of Ideas – Fall 2018 Edition Read More

September 29, 2018 What If TV Is Actually Not “Dead”? Read More

September 20, 2018 Rosetta Stone: Lexia Intrinsic Value Strong and Growing Read More

September 12, 2018 The Case for Thematic Value Investing Read More

September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture (TRANSCRIPT NOW AVAILABLE) Read More

August 20, 2018 Moats: Measuring, Exploitations and Challenges, Quality vs. Price (TRANSCRIPT NOW AVAILABLE) Read More

August 4, 2018 Market Overview: High Valuations Reflect High Expectations Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels (TRANSCRIPT NOW AVAILABLE) Read More

July 23, 2018 Three Metrics by Which We Measure Ourselves Read More

July 2, 2018 Highlights from Wide-Moat Investing Summit 2018 Read More

June 27, 2018 Case Studies: The Power of a Low-Cost Advantage Read More

June 27, 2018 Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries Read More

June 27, 2018 IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value Read More

June 20, 2018 The Power of a Low-Cost Advantage Read More

June 19, 2018 Previewing Bunzl: A Family Company in Disguise Read More

May 31, 2018 Ashiana Housing: Real Estate Developer with Growth Runway in India (TRANSCRIPT NOW AVAILABLE) Read More

April 10, 2018 Highlights from Asian Investing Summit 2018 Read More