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January 11, 2017 New York REIT: Near-Term Liquidation of NYC Commercial Real Estate Portfolio Read More

January 11, 2017 Yahoo: Risk Arbitrage Read More

January 10, 2017 Jay Willoughby on Manager Selection Read More

October 4, 2016 Exor: Concentrated Private Equity Portfolio Read More

June 29, 2016 S&P Global: Undervalued for Exceptionally Strong Business Read More

June 29, 2016 Wide Moats and Castles, Tornadoes and Trailer Parks Read More

April 4, 2016 CK Hutchison: The Berkshire Hathaway of Asia Read More

January 12, 2016 Parexel: Leading Clinical Research Organization Read More

January 12, 2016 STW Communications: Holding Company That Owns Stakes in Approx. 70 Agencies in Australia/NZ Read More

January 12, 2016 Ferrari: Manufactures Art Read More

January 12, 2016 Armstrong, USG: Opportunities in Building Products Read More

January 12, 2016 ALJ Regional Holdings: Obscure Micro-Cap Permanent Capital Vehicle With Excessive NOLs Read More

October 6, 2015 Q&A on Value Investing Read More

July 9, 2015 Charles Hoeveler on Managers and Moats Read More

July 7, 2015 Carl Zeiss Meditec: Unique Business in Many Ways Read More

July 7, 2015 Cloud Peak Energy: One of the Largest Coal Producers in the United States Read More

April 7, 2015 Emeco: Largest Mining Equipment Rental Company in The World Read More

February 26, 2015 Westaim: Shifting from Repair Mode to Growth Mode Read More

January 13, 2015 J.P. Morgan TARP Warrants: Attractively Priced, Leveraged Investment Read More

January 13, 2015 Korn/Ferry: World’s Largest High-End Executive Recruiter Read More