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January 18, 2023 Charter: Depressed Sentiment Despite Steady FCF Generation Read More

January 13, 2023 Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview) Read More

December 22, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

December 22, 2022 Howard Marks and Chris Goulakos on Investing Amid Macro Challenges Read More

October 14, 2022 Lloyds Banking Group: Dominant UK Lender With Improving Outlook Read More

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More

April 8, 2022 Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea Read More

April 8, 2022 ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely Read More

April 7, 2022 Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition Read More

April 6, 2022 Japan Small Value: Relative Valuations, Opportunity Set, Constraints Read More

January 9, 2022 Centre Testing: Leading Testing and Inspection Provider in China Read More

December 14, 2021 Howard Marks and Chris Goulakos on Tech Disruption and Value Investing Read More

September 21, 2021 A Change in How Central Bankers Communicate Would Be Beneficial Read More

August 25, 2021 Learning From Francisco Garcia Parames: Quotations and References Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 10, 2021 Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry Read More

July 9, 2021 Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway Read More

July 8, 2021 Clarus: Owner-Operator Creating Value Through Capital Allocation Read More

January 22, 2021 Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value Read More

January 21, 2021 Repsol: Diversified Energy Company Transitioning to New Technologies Read More