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August 10, 2020 Spotify: A Case Study in Business Strategy and Value Compounding Read More

August 6, 2020 Glen Tullman on the Drivers Behind the Growth of Livongo Health Read More

July 3, 2020 Masimo: Improving Patient Outcomes While Reducing System-Wide Costs Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 3, 2020 FANUC: True Economics Masked by Capacity and R&D Investments Read More

July 2, 2020 Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business Read More

June 28, 2020 Stanley Druckenmiller on the Investment Landscape Amid COVID Read More

June 20, 2020 Hamilton Helmer on 7 Powers: The Foundations of Business Strategy Read More

June 20, 2020 Patrick Collison on the Restructuring of the Financial Services Landscape Read More

May 3, 2020 Berkshire Hathaway Annual Meeting 2020 Read More

April 11, 2020 J. Dennis Jean-Jacques Discusses the Ocean Park Investments Approach Read More

April 10, 2020 Bajaj Holdings: Indian Holding Company at Steep Discount to NAV Read More

April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More

April 8, 2020 James Morton Shares Value Investing Ideas in Volatile Asian Markets Read More

April 4, 2020 Tom Russo on Investing in Crisis: The Day the Dow Dropped 3,000 Points Read More

April 4, 2020 Daniel Gladiš on Intelligent Investing in Crisis Mode: Perspectives on Portfolio Management Read More

March 28, 2020 Naveen Jeereddi on Intelligent Investing in Crisis Mode: Value Opportunities in Hard-Hit Sectors Read More

March 27, 2020 Elliot Turner on Intelligent Investing in Crisis Mode: The COVID Response, and Selected Ideas Read More

March 20, 2020 Guy Spier on Intelligent Investing in Crisis Mode: Long-Term Perspective Amid Psychological Stress Read More

March 19, 2020 Ed Wachenheim on Intelligent Investing in Crisis Mode: Assessing Ideas in Banking and Housing Read More