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June 27, 2018 Charter: Fears of Slowdown in Core Broadband Business Overblown Read More

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

June 12, 2018 Previewing My Idea Presentation on BlackBerry Read More

June 1, 2018 MMA Offshore: Recapitalized Operator of Offshore Supply Vessels Read More

June 1, 2018 SM, Com2uS: Benefiting from Rise of Korea’s Cultural Economy (TRANSCRIPT NOW AVAILABLE) Read More

May 29, 2018 Macmahon: Mining Services Company in Successful Turnaround Read More

May 19, 2018 Media/Telecom: Usual Suspects Still Hated… But CHTR Now a Special Guest Read More

April 12, 2018 The Evolution of Value Investing Since Graham-Newman Read More

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

April 8, 2018 Tucows: Low-Cost Leader with Experienced “Outsider” CEO Read More

April 6, 2018 CARE Ratings: Second-Largest Credit Ratings Agency in India Read More

April 4, 2018 Ming Fai and Hengdeli: Two Hong Kong-Listed Small-Cap Value Ideas Read More

March 19, 2018 EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO Read More

March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More

March 13, 2018 TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company Read More

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

March 11, 2018 NESCO and Vinamilk: Two Undervalued Opportunities in Asia Read More

March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More

March 7, 2018 LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets Read More

March 5, 2018 Ivanhoe: Owner-Operated Miner Unlocking Large Copper Discovery Read More