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January 20, 2019 My Investment Thesis on Amerco Read More

January 16, 2019 Viper Energy: Royalty Company Growing via CF-Accretive Deals Read More

January 15, 2019 Case Studies of Companies That Do Capital Allocation Right Read More

January 12, 2019 Paratek Pharma Convert: Well-Covered by Asset Value, with Upside Read More

January 11, 2019 Sensata: Highly Cash-Generative Automotive Sensor Leader Read More

January 10, 2019 Diversified Royalty and Athabasca Oil: Small-Cap Opportunities in Canada Read More

January 8, 2019 David Barr on Value Investing and the Business of Investing Read More

December 26, 2018 Highlights from the Robotti & Company Annual Meeting Read More

November 5, 2018 Aimia: A Low-Ball Bid, Cash and NOLs, and Capable Capital Allocators Read More

October 23, 2018 Bryan Lawrence on Intelligent Investing in the Energy Sector Read More

October 12, 2018 Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation Read More

September 21, 2018 Nils Herzing Sums Up His Investment Philosophy Read More

September 14, 2018 Formula One: Liberty-Supported Management Reinvesting in Brand Read More

September 1, 2018 Transocean: World Dominator of Offshore Drilling Read More

September 1, 2018 Honma Golf: Turnaround at High-End Golf Club Maker Read More

August 12, 2018 A Quick Survey of Some of Our Top Holdings Read More

August 5, 2018 On Competitive Advantage — and Why Harley Davidson Has It Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels Read More

July 3, 2018 What Is An Investment Process? Read More

June 27, 2018 The Walt Disney Company: Streaming Service to Widen Moat Read More