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July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 3, 2020 Interactive Brokers: Automated, Low-Cost, High-Margin Business Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

June 17, 2020 Learning From the CEOs of MasterCard and Citi Cards Read More

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

April 11, 2020 J. Dennis Jean-Jacques Discusses the Ocean Park Investments Approach Read More

March 26, 2020 Chris Bloomstran on Intelligent Investing in Crisis Mode: BRK Update, Government Intervention Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

February 21, 2020 SurveyMonkey: Freemium Business Model With Widening Moat Read More

February 15, 2020 Charlie Munger’s Remarks at Daily Journal Annual Meeting in 2020 Read More

February 1, 2020 Winter 2020 Investment and Market Update of Ensemble Capital Read More

January 21, 2020 On Discipline and Having a Long-Term Time Horizon Read More

January 11, 2020 Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne Read More

January 11, 2020 Domino’s Pizza Group: Operational Improvement to Drive Rerating Read More

January 11, 2020 Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet Read More

January 10, 2020 Airlines: Planes, Credit Cards, and the Shiny Object Syndrome Read More

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

January 8, 2020 Phil Ordway on (I) Capital Allocation and (II) Discount Brokers Read More

January 8, 2020 Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators Read More

January 7, 2020 Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google Read More