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December 11, 2018
Asset-Based Investing in an Earnings-Focused World
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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September 12, 2018
The Case for Thematic Value Investing
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June 28, 2018
Value Investing 3.0: Thoughts on the Evolution of Intelligent Investing
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April 6, 2018
GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low
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April 6, 2018
CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses
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April 4, 2018
Ming Fai and Hengdeli: Two Hong Kong-Listed Small-Cap Value Ideas
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March 17, 2018
Update on Rosetta Stone
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March 13, 2018
TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company
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March 4, 2018
Embraer: Third-Largest Aircraft OEM Undervalued due to Short-Term Pressures
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January 10, 2018
Preview of McCarthy & Stone: Largest UK Retirement Homebuilder
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December 31, 2017
Preview of Medley Capital: Middle Market Lender at Discount to NAV
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December 26, 2017
Focus on Good Businesses with Low Expectations
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December 21, 2017
Asset-Based Investing in an Earnings-Focused World
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December 13, 2017
True Small-Cap Investing: An Institutional Blind Spot?
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December 12, 2017
Daejan Holdings: Conservative UK Property Owner at Steep Discount
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October 30, 2017
A Bird in Hand is Worth More Than (Forecasted) Eggs in the Future
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October 5, 2017
Wizz Air: Low-Cost Carrier with Strong Competitive Position in CEE
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September 15, 2017
GlobalSCAPE: High-Quality Micro-Cap Software Business
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August 31, 2017
Jim Roumell on the Mistake of Trying to Go Big
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