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January 11, 2020 KVH: Transitioning to Subscription Model, with Growth Ahead Read More

January 11, 2020 Liberty: Oilfield Services Firm with Leading Operational Execution Read More

January 10, 2020 Airlines: Planes, Credit Cards, and the Shiny Object Syndrome Read More

January 9, 2020 Dundee Corp.: Steep NAV Discount Despite Asset Rationalization Read More

January 8, 2020 Phil Ordway on (I) Capital Allocation and (II) Discount Brokers Read More

January 8, 2020 CPL: Owner-Operated Steady Grower in Workforce Services Read More

January 8, 2020 Jacquet Metal Service: Owner-Operated Leader with M&A Upside Read More

January 7, 2020 Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google Read More

November 10, 2019 Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount (TRANSCRIPT NOW AVAILABLE) Read More

October 26, 2019 David Einhorn in Discussion at the Oxford Union Society Read More

October 26, 2019 George Soros on the General Theory of Reflexivity Read More

October 11, 2019 Investors and Progress Read More

October 3, 2019 Henkel: Underappreciated Consumer Goods and Adhesives Leader Read More

September 19, 2019 Sean Stannard-Stockton on Capitalism Without Capital Read More

September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More

September 19, 2019 Rupal Bhansali on Non-Consensus Investing Read More

September 19, 2019 David Marcus on Partnering with Owner-Operators in Europe Read More

August 14, 2019 Annette Thau on Her Classic, The Bond Book Read More

August 13, 2019 Nick Gogerty on His Book, The Nature of Value Read More

August 11, 2019 Investing in an Environment of Negative Bond Yields Read More