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June 27, 2019 Teva Pharma: Generics Leader Turning Around Under New CEO Read More

June 22, 2019 Take-Two Interactive Software: Premium IP, Discount Valuation Read More

June 18, 2019 On GARRP: Risk- and Quality-Adjusted Growth at a Reasonable Price Read More

June 12, 2019 Davis Advisors on Long-Term Value Investing Read More

May 29, 2019 Why We Decided to Seed South Africa-Based Desert Lion Capital Read More

May 28, 2019 Steve Gorelik on Value Investing in Eastern Europe Read More

April 30, 2019 An In-Depth Case Study of Nintendo: Dominant Player in Growing Industry Read More

April 22, 2019 Thoughts on Our Investment in Alphabet Read More

April 12, 2019 China Jushi: Top Fiberglass Maker in Oligopolistic Global Market Read More

April 11, 2019 The Importance of Flexibility in Emerging Markets Investing Read More

March 25, 2019 The Art of the Sale Read More

March 8, 2019 Uzbekistan Awakes Read More

February 28, 2019 Korean Market Offers Opportunity After Tough 2018 Read More

February 12, 2019 Twenty Years of Opportunistic, Deep Value Investing Read More

January 27, 2019 Howard Marks: The Wisdom of a Value Superinvestor Read More

January 16, 2019 Burford Capital: Leader in Nascent Litigation Financing Asset Class Read More

January 16, 2019 Viper Energy: Royalty Company Growing via CF-Accretive Deals Read More

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

January 8, 2019 Best Ideas 2019 Preview: Despegar Read More

January 6, 2019 Banking in Eastern Europe Read More