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April 3, 2019 Private Equity-Style Investing in Public Markets Read More

February 25, 2019 Mark Walker on Why Investing Is Not as Hard as We Think Read More

February 6, 2019 An Update on Our Investments in Airlines Read More

January 29, 2019 Update on Our Investments in Community Banks Read More

January 21, 2019 On Self-Awareness and Business-First vs. Security-First Investors Read More

January 12, 2019 Intelligent Systems: Owner-Operated Card Issuer Processing Software Firm Read More

January 9, 2019 Best Ideas 2019 Preview: Enzo Biochem Read More

January 3, 2019 Intelligent Cloning: The Winter 2019 Edition Read More

January 2, 2019 The Value of Turning Over More Rocks Read More

December 8, 2018 What Matters in Banking Read More

December 3, 2018 The Value Investment Case for Enzo Biochem Read More

November 4, 2018 Hill International: Activists, Forced Selling, and Low-Hanging Fruit Read More

September 25, 2018 Ashford: Wide-Moat Hospitality Services Business Read More

September 21, 2018 How Ingraining Books into Research Leads to Non-Consensus Views Read More

September 15, 2018 Will Thorndike on Compounder Businesses Led by Outsider CEOs Read More

August 20, 2018 Facebook: Growth to Exceed Expectations for Years to Come Read More

August 14, 2018 Hidden Advantages to Hybrid Public-Family Businesses Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels Read More

July 19, 2018 Update on Community Banks and Wells Fargo Read More

July 3, 2018 What Is An Investment Process? Read More