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March 15, 2018 A New Phase: Transitioning to Portfolio Manager Read More

March 14, 2018 U.S. Airline Industry: A Rorschach Test for Investors Read More

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

March 4, 2018 Josh Shores on Southeastern’s Investment Approach Read More

March 2, 2018 Darwin’s Power and Porter’s Missing Force – A Framework for Global Returns Read More

March 1, 2018 An Investor’s Approach to ESG Read More

February 26, 2018 Key Learnings of 2017 Read More

February 21, 2018 Impressions from Ideaweek St. Moritz 2018 Read More

February 16, 2018 Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety Read More

February 13, 2018 SEACOR Marine: Undervalued, with Exceptionally Strong Management Read More

January 30, 2018 Guy Spier, Mohnish Pabrai, and Michael Shearn on Checklists Read More

January 13, 2018 Credit Acceptance: Auto Financier with Strong, Interested, Shareholder-Friendly Management Read More

January 13, 2018 C&C Group: Moaty European Beverage Company with Turnaround Progress Read More

January 13, 2018 Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry Read More

January 13, 2018 Dollar General: Undervalued Discount Retailer with Strong Unit Economics Read More

January 12, 2018 Saigon Cargo Services: Vietnamese Air Cargo Terminal Operator with Growth “Runway” Read More

January 11, 2018 Discovery: Undervalued Media Assets With Strong International Business Read More

January 11, 2018 First Republic: Retail Franchise with Superior Service for High Net Worth Individuals Read More

January 11, 2018 HCA Healthcare: Aggressive Share Repurchases to Drive Shareholder Value Read More

January 5, 2018 The Death of (Many) Brands Read More