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July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 8, 2021 Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand Read More

June 28, 2021 Chuck Akre: Keeping It As Simple As Possible, But No Simpler Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More

May 27, 2021 A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management Read More

April 29, 2021 Connor Haley on Small-Cap Investing and Standing Up for Owner Rights Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

April 10, 2021 Rajeev Agrawal on Key Lessons Learned Over the Past Year Read More

April 8, 2021 Pablo Gonzalez on Idea Generation, Management Quality, Mistakes Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 19, 2021 Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader Read More

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

January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

January 14, 2021 ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps Read More

January 13, 2021 Christian Billinger on Investing in Clusters of High-Quality Businesses Read More

December 10, 2020 Bruce Greenwald on the Future of Value-Oriented Investing Read More

November 24, 2020 Crossroads Capital Letter: Our Own Link to the Past Read More

November 20, 2020 Q3 Investment Commentary of RGA Investment Advisors: Ignition Read More

October 29, 2020 Christian Billinger: In Defence of Cognitive Biases Read More

October 7, 2020 Zalando: Enduring Competitive Moat of Size and Network Effects Read More