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January 16, 2019 PayPal and Roku: Improving Unit Economics in Large Markets Read More

January 12, 2019 GTT: Mispriced, High-Return, Cash-Generative Growth Compounder Read More

January 8, 2019 Best Ideas 2019 Preview: Despegar Read More

January 6, 2019 Banking in Eastern Europe Read More

January 5, 2019 Tom Gayner in Wide-Ranging Conversation During Visit to India Read More

January 3, 2019 How to Avoid the Most Expensive Mistake in Investing Read More

November 27, 2018 David Marcus on Great Owner-Operated Businesses in Europe Read More

October 25, 2018 Portfolio Composition: Compounders and Special Situations Read More

October 23, 2018 Rimini Street: Special Situation with Compounder Potential Read More

October 17, 2018 Air Lease: Owner-Operated Aircraft Lessor with Compounder Potential Read More

October 16, 2018 Highlights from European Investing Summit 2018 Read More

October 13, 2018 Norwegian Finans: Attractively Valued, Competitively Advantaged Compounder Read More

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

September 29, 2018 European Investing Summit 2018 Preview: Norwegian Finans Holding Read More

September 28, 2018 Shreekkanth Viswanathan on Investing in Financials Read More

September 15, 2018 Will Thorndike on Compounder Businesses Led by Outsider CEOs Read More

September 15, 2018 Dave Sather, Sean Stannard-Stockton, and Felix Narhi on Compounders Read More

September 15, 2018 Murray Stahl Discusses His Investment Philosophy Read More

September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture Read More

August 20, 2018 BofI: Compounding Machine in Form of Branchless Pure-Play Internet Bank Read More