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January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More

January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More

January 12, 2018 KNR Constructions: Indian Road Construction Company with Strong Tailwinds Read More

January 11, 2018 McCarthy & Stone: Soundly Financed UK Retirement Homebuilder Read More

January 11, 2018 Allison Transmission: Technological Leadership and High Switching Costs Read More

January 11, 2018 TripAdvisor: Myopic Investor Focus on Hotel Business Provides Opportunity Read More

January 6, 2018 Selected Investment Ideas in Eastern Europe Read More

January 1, 2018 Operating in the Grey Area Read More

December 31, 2017 The Key Pillars of Our Investment Framework Read More

December 26, 2017 TripAdvisor: Mr. Market Overlooking Valuable Platform Businesses Read More

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

December 11, 2017 PNE Wind and Francotyp-Postalia: Misunderstood and Neglected Read More

December 10, 2017 Scorpio Bulkers, Safe Bulkers, Navios, Songa Bulk: Improvement Underway Read More

December 9, 2017 When Is It Appropriate to Re-Underwrite an Investment Thesis Read More

December 8, 2017 Essilor: Luxottica Merger Creates Global Leader Across Value Chain Read More

December 6, 2017 Transcript of Peterson Capital Management Annual Meeting Read More

December 4, 2017 Fidessa: Sell-Side Trading Software Leader Rides Compliance Wave Read More

December 4, 2017 Richard Simmons on Competitive Advantage, Family-Controlled Businesses, and Distraction Read More

November 26, 2017 BMW: Shareholder-Friendly, Readily Understandable Business with a Moat Read More

October 30, 2017 Balance Sheet to Income Statement Investing Read More