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February 18, 2019 Impressions from Ideaweek St. Moritz 2019 (Update 7) Read More

February 15, 2019 Elliot Turner’s Ideaweek Journal Read More

February 13, 2019 My Investment Thesis on TripAdvisor Read More

February 12, 2019 Twenty Years of Opportunistic, Deep Value Investing Read More

February 6, 2019 An Update on Our Investments in Airlines Read More

February 1, 2019 The Manual of Ideas – Winter 2019 Edition Read More

January 29, 2019 Charles Hoeveler on Investing in Small-Cap Compounders Read More

January 28, 2019 What Are the Odds? Superstocks, Fat Tails, and Rule Number One Read More

January 21, 2019 On Self-Awareness and Business-First vs. Security-First Investors Read More

January 9, 2019 Why Listen to Someone’s “Best Idea” Pitch? Read More

January 8, 2019 Finding Value Through Portfolio Rationalization Read More

January 6, 2019 Banking in Eastern Europe Read More

January 5, 2019 A Wide-Ranging Conversation with Tom Gayner in India Read More

January 5, 2019 Perspectives on Margin of Safety Read More

January 2, 2019 The Value of Turning Over More Rocks Read More

January 1, 2019 On Valuing Great Businesses Read More

November 27, 2018 Glenn Surowiec: Controlling Emotions and Temptation Read More

November 19, 2018 Radisson Hospitality: Football, Swedish Laws, and Chinese Tourists Read More

November 18, 2018 Refining Our Investment Criteria Read More

November 16, 2018 Execution > Philosophy Read More