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March 1, 2018 An Update on Value Investing in Korea Read More

February 28, 2018 Proshares Short High Yield ETF: Contrarian Investment with Asymmetric Risk-Reward Read More

February 21, 2018 AIG: World-Class CEO, Accretive Capital Deployment, and Multi-Year ROE Recovery Read More

February 16, 2018 Business as Usual Read More

February 16, 2018 How to Spot Risky Dividend Stocks: A Focus on Fundamentals Read More

February 15, 2018 Thesis Update on Senior Notes of MVC Capital Read More

February 13, 2018 Update on Medley Capital Read More

February 13, 2018 James Montier on Applying the Seven Immutable Laws of Investing Read More

February 12, 2018 My Thesis on RiverNorth Marketplace Lending Preferred Stock Read More

January 13, 2018 Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas Read More

January 13, 2018 Dollar General: Undervalued Discount Retailer with Strong Unit Economics Read More

January 13, 2018 S&U: Family-Controlled UK Subprime Auto Lender with Underappreciated Intrinsic Value Read More

January 13, 2018 Cemex: In-Depth Idea Presentation Read More

January 13, 2018 Haw Par: Undervalued Singapore-Based Family-Controlled Conglomerate Read More

January 12, 2018 Saigon Cargo Services: Vietnamese Air Cargo Terminal Operator with Growth “Runway” Read More

January 12, 2018 Oriental Watch, Vietnam Manufacturing, and Charle: Three Deep Value Ideas Read More

January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More

January 12, 2018 CPL Resources: Owner-Operator-Led Employment Services Provider Read More

January 11, 2018 Medley Capital: BDC Trading at Discount and Offering 11% Dividend Yield Read More

January 11, 2018 HCA Healthcare: Aggressive Share Repurchases to Drive Shareholder Value Read More