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

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

May 29, 2020 The Manual of Ideas – Spring/Summer 2020 Edition Read More

April 13, 2020 Christian Billinger on the Advantages of a Closed-End Fund Structure Read More

April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More

April 9, 2020 Indian Energy Exchange: Dominant Power Trading Platform Read More

March 29, 2020 Sean Stannard-Stockton on Intelligent Investing in Crisis Mode: Why This Time Really Is Different Read More

March 23, 2020 David Barr on Intelligent Investing in Crisis Mode: Four Potential Investment Strategies Read More

January 11, 2020 Alimentation Couche-Tard: Compounder with Favorable Growth Outlook Read More

January 11, 2020 Gruma: Well-Managed, World-Leading Tortilla and Corn Flour Producer Read More

January 11, 2020 KVH: Transitioning to Subscription Model, with Growth Ahead Read More

January 10, 2020 Charles River: Dominant Pre-Clinical Research Services Outsourcer Read More

January 10, 2020 BioSpecifics: Early-Stage Medical Firm with FCF and Optionality Read More

January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More

January 9, 2020 Progressive: Consistent Grower in Direct Segment of Auto Insurance Read More

January 9, 2020 Keywords: Compounder in Video Game Content Creation Industry Read More

January 9, 2020 MiX Telematics: Owner-Operated Leader with Long Growth Runway Read More

January 6, 2020 When It Comes to Value Investing, Are You A Fox or A Hedgehog? Read More

November 10, 2019 Prudential plc: Quality Businesses Exposed to Positive Demographics (TRANSCRIPT NOW AVAILABLE) Read More

November 2, 2019 Mohnish Pabrai on How Biases Lead to Investment Mistakes Read More