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January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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December 20, 2020
Why We Seek the Company of Long-Term Compounders
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December 19, 2020
Rational Investment Methodology: Fishing in a Desert
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December 5, 2020
Desai Capital Management: Value Drivers vs. Value Traps
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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November 3, 2020
Ep. 15: Dividend Policy | Forecasting Surprises and Disasters
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October 29, 2020
Christian Billinger: In Defence of Cognitive Biases
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 7, 2020
Three European Companies at a Discount to Fair Value
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 5, 2020
Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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October 2, 2020
Honey Bees and the Waggle Dance: A Mental Model
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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August 14, 2020
Episode 4: Position Management and Research | BRK Q2 Recap
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