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September 30, 2021 Adam Rozencwajg on the Investment Implications of Copper Supply Issues Read More

August 25, 2021 Learning From Francisco Garcia Parames: Quotations and References Read More

August 18, 2021 Learning From Jean-Marie Eveillard: Quotations and References Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

July 10, 2021 Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats Read More

July 10, 2021 FRP: Wide-Moat Assets to Drive Property Appreciation Over Time Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 10, 2021 Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry Read More

July 8, 2021 Disney: Going Digital — Where Imagination and Experience Converge Read More

May 27, 2021 A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management Read More

May 12, 2021 Jon Bathgate on the Key Players and Trends in the Semiconductor Industry Read More

May 10, 2021 Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing Read More

May 9, 2021 Octahedron Capital’s Investment Update on Alibaba Read More

April 23, 2021 William Green on His Book, Richer, Wiser, Happier Read More

April 14, 2021 Max Hu’s Annual China Macro Update + Unity Software Thesis Read More

April 14, 2021 Havells India: Leader in Electrical Goods and Consumer Durables Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

February 4, 2021 Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep Read More

January 27, 2021 Eros STX: Strategically Transformed, Fast-Growing Streaming Business Read More