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January 16, 2021 Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate Read More

January 14, 2021 S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

October 7, 2020 M8G: Derisked Gaming and Media Business in the Process of Scaling Up Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

May 9, 2020 Guarded Optimism, Sobering Reality, and Adapting Read More

April 8, 2020 James Morton Shares Value Investing Ideas in Volatile Asian Markets Read More

April 8, 2020 Howard Marks on Investing in Crisis: End of the World as We Know It? Read More

March 28, 2020 Naveen Jeereddi on Intelligent Investing in Crisis Mode: Value Opportunities in Hard-Hit Sectors Read More

March 19, 2020 James Choa on Intelligent Investing in Crisis Mode: SARS Lessons, Selected Ideas in Asia Read More

January 11, 2020 Terravest Industries: Rollup Done the Right Way, Aligned Management Read More

January 11, 2020 Diamond S Shipping: Recently Formed, With Highly Capable CEO Read More

January 11, 2020 Time Technoplast: Dominant Position in Plastic Industrial Packaging in India Read More

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

January 9, 2020 Cars.com: Depressed Valuation Despite Inflection Year Ahead Read More

January 8, 2020 Hammerson: REIT with Attractive Retail Assets at Discount to NAV Read More

January 8, 2020 Three Ideas: Senior Lien (Bond Like) Infrastructure Investments Read More

November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More

October 9, 2019 Keith Smith of Bonhoeffer Fund Discusses His Investment Philosophy Read More

September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More