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January 28, 2021 Massif Capital Commentary: Growth Markets Meet Tangible Assets Read More

January 20, 2021 ECN Capital: Transformed, High-Quality Business With Growth Runway Read More

January 15, 2021 CDON: E-Commerce Marketplace Spinoff With Insider Buying Read More

January 11, 2021 Rudi van Niekerk on Temperament, Focus, and Habits in Investing Read More

January 6, 2021 Volatility-Based Alpha, Our Framework, and Compounders Read More

January 5, 2021 Introducing the ZIPSS: Zillow, IAC, PAR Technology, Stitch Fix, Square Read More

January 2, 2021 Ep. 23: Wholesale Transfer Pricing | Investor Expectations for 2021 Read More

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

December 10, 2020 Ep. 21: #Neversell | Subscription Models | Financial Services Disruption Read More

December 9, 2020 Selected Highlights of the Annual Letter of Saber Capital Read More

October 23, 2020 Rapidly Shifting Business Models in Real Asset Industries Read More

October 17, 2020 Mynaric: Strategically Important Leader in Laser Communications Read More

October 7, 2020 M8G: Derisked Gaming and Media Business in the Process of Scaling Up Read More

October 5, 2020 Alcon: Eyecare Leader with Wide Moat and Long-Term Growth Read More

August 10, 2020 Spotify: A Case Study in Business Strategy and Value Compounding Read More

August 9, 2020 Synthetic Leverage and Discounts to Holdings Read More

August 6, 2020 Glen Tullman on the Drivers Behind the Growth of Livongo Health Read More

July 28, 2020 Portfolio Management and the Presidency Read More

July 3, 2020 Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics Read More

July 3, 2020 Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader Read More