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currencies
May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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March 2, 2021
Highlighted Tweet by JMihaljevic
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February 24, 2021
Marc Rubinstein on the Challenges Facing Facebook’s Diem
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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December 20, 2020
Why We Seek the Company of Long-Term Compounders
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November 24, 2020
Timing the Markets: Dow Theory for the 21st Century
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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September 2, 2020
Rational Investing in Today’s Irrational Stock Markets
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August 18, 2020
Taking a Global Perspective on Investing in South Africa
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July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
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July 8, 2020
The Dam Has Broken
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