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April 10, 2018 Highlights from Asian Investing Summit 2018 Read More

April 6, 2018 CARE Ratings: Second-Largest Credit Ratings Agency in India Read More

March 19, 2018 EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO Read More

March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More

March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More

January 13, 2018 Discovery Communications: Global Cable Network at Attractive FCF Yield Read More

January 13, 2018 C&C Group: Moaty European Beverage Company with Turnaround Progress Read More

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

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

January 12, 2018 Discovery Communications: Acquisition of Scripps Creates Attractive Entry Point Read More

January 12, 2018 Andina/Lazydays: RV Dealership Going Public via SPAC Read More

January 12, 2018 Autohome: Cash-Generative, Leading Online Automotive Portal in China Read More

January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More

January 12, 2018 School Specialty: Well-Managed Education Business with Hidden Growth Drivers Read More

January 12, 2018 Viad: Compounder with Strong Management and Spinoff Catalyst Read More

January 11, 2018 Avaya: Underfollowed and Undervalued due to Bankruptcy Emergence Overhang Read More

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

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

December 31, 2017 The Key Pillars of Our Investment Framework Read More

December 26, 2017 Focus on Good Businesses with Low Expectations Read More