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February 8, 2019 Manish Bhandari on Value Investing in India Read More

January 27, 2019 Guy Spier on the Psychology and the Business of Investing Read More

January 19, 2019 Escalation Is Not the Way Read More

January 11, 2019 Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved Read More

January 10, 2019 Molson Coors: Large Brewer at 10+% FCF Yield Read More

January 10, 2019 IPG Photonics: Dominant Laser Company Run by Owner/Operator Read More

January 10, 2019 Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price Read More

October 25, 2018 Why We Invest in Eastern Europe Read More

October 23, 2018 Bryan Lawrence on Intelligent Investing in the Energy Sector Read More

October 12, 2018 LafargeHolcim: Construction Materials Leader Investing in Growth Capex Read More

October 12, 2018 Covestro: High-Value Niche Player Misperceived as Commodity Business Read More

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

October 11, 2018 Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader Read More

September 25, 2018 European Investing Summit 2018 Preview: LafargeHolcim Read More

September 15, 2018 Tom Russo on the Evolution of Quality Investing Read More

September 14, 2018 Landstar System: Third-Party Logistics Leader in Trucking Read More

September 12, 2018 The Case for Thematic Value Investing Read More

September 1, 2018 Transocean: World Dominator of Offshore Drilling Read More

June 29, 2018 Turning Point Brands: Leader in Other Tobacco Products Market at Discount Read More

June 27, 2018 Starbucks: International Growth Opportunity Remains Intact Read More