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June 19, 2020 Adrian Warner on PE-Style Investing and Partnering with a Larger Firm Read More

May 18, 2020 Steve Schwarzman on His Book, What It Takes Read More

April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More

March 19, 2020 James Choa on Intelligent Investing in Crisis Mode: SARS Lessons, Selected Ideas in Asia Read More

March 3, 2020 Surveying Our Top Five Holdings: KKR, PAR, SHSP, APPS, KLR Read More

February 21, 2020 SurveyMonkey: Freemium Business Model With Widening Moat Read More

February 1, 2020 Winter 2020 Investment and Market Update of Ensemble Capital Read More

January 8, 2020 Hammerson: REIT with Attractive Retail Assets at Discount to NAV Read More

January 8, 2020 Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators Read More

December 22, 2019 Merry Christmas from Mr. Market? Read More

November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More

November 1, 2019 Not Your Father’s Developed Markets Buyout Environment Read More

September 29, 2019 Jeff Gramm on His Book, Dear Chairman Read More

June 27, 2019 SS&C: Market Underestimates Growth and Operating Leverage Read More

June 27, 2019 Texas Pacific Land Trust: Largest Land Owner in Permian Basin Read More

August 20, 2018 TripAdvisor: Strong Network Effect with Monetization Opportunities Read More

August 18, 2018 Public Private Equity: Volatility vs. Franchise Value Read More

March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More

January 11, 2018 HCA Healthcare: Aggressive Share Repurchases to Drive Shareholder Value Read More

December 25, 2017 Preview of Cambria Automobiles: Owner-Operated UK Auto Dealer Read More