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August 11, 2017 Deep Value Investing vs. “Great Company” Investing Read More

July 19, 2017 Adam Schwartz on Intelligent Investing and China Read More

July 14, 2017 David Marcus on the Business of Investing Read More

July 7, 2017 Versum Materials: Leadership Position in Semiconductor Materials Read More

July 7, 2017 Siem Industries, Ocean Yield, Wilh. Wilhelmsen: Opportunistic Logistics Providers with Recurring Revenue Read More

July 7, 2017 CommerceHub: Uniquely Levered to E-Commerce Growth Read More

July 6, 2017 Cision: Cloud Business with Durable Competitive Advantage Read More

June 28, 2017 AmerisourceBergen: Logistics Moat with Best-in-Class Cash Conversion Read More

May 17, 2017 Q&A on Intelligent Investing in Asia Read More

April 5, 2017 Capital First: An Emerging Financial Compounder Read More

February 10, 2017 Selected Takeaways from Best Ideas 2017 Read More

January 11, 2017 State National Companies: Specialty Insurance Compounder Read More

January 11, 2017 InnerWorkings: Mispriced Compounder Read More

October 4, 2016 Neurones: A Cheap Quality-Compounder Read More

October 4, 2016 Bolloré, Vivendi: One of The Leading Transport and Logistics in The World Read More

October 4, 2016 Judges Scientific: Young Elephant Read More

September 26, 2016 The Moat Report Asia: Nitori (Japan) Read More

April 4, 2016 CK Hutchison: The Berkshire Hathaway of Asia Read More

March 7, 2016 Chris Begg on the “Logarithmic Path” to Wisdom Read More

January 12, 2016 Judges Scientific: Small-Cap Compounder Run by An Excellent Founder Manager Read More