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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

January 10, 2018 Preview of McCarthy & Stone: Largest UK Retirement Homebuilder Read More

January 10, 2018 Preview: S&U, Underappreciated Non-Prime UK Auto Finance Company Read More

January 7, 2018 Why a Risk-Averse Value Investor Believes Today Is the Most Important Time in Our Investment Lives Read More

January 6, 2018 Selected Investment Ideas in Eastern Europe Read More

January 2, 2018 The “Next Big Thing” Just Might Be Hiding in Plain Sight Read More

January 1, 2018 Operating in the Grey Area Read More

January 1, 2018 What Compels Us to Invest Read More

December 31, 2017 Preview of Medley Capital: Middle Market Lender at Discount to NAV Read More

December 23, 2017 The Most Valuable Thing: Value vs. Value Trap Read More

December 18, 2017 SiteOne: Formerly Trapped Within John Deere, Now Free to Excel Read More

December 17, 2017 Liberty Global: European/Latin American Cable on Sale Read More

December 16, 2017 Jeff Stacey’s Best Idea for 2018 Read More

December 13, 2017 True Small-Cap Investing: An Institutional Blind Spot? Read More

December 12, 2017 Daejan Holdings: Conservative UK Property Owner at Steep Discount Read More

December 11, 2017 PNE Wind and Francotyp-Postalia: Misunderstood and Neglected Read More

December 7, 2017 On Management Incentives Read More