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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

January 6, 2021 A Cheat Sheet on Holding Companies for Value Investors Read More

November 20, 2020 Q3 Investment Commentary of RGA Investment Advisors: Ignition Read More

October 6, 2020 Ferrari: Luxury Identity Brand with Enviable Business Model Read More

September 10, 2020 Zalando Investment Thesis: The Fashion Platform of the Future Read More

July 26, 2020 Lawrence A. Cunningham on His Book, Dear Shareholder Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

March 19, 2020 Rudi van Niekerk on Intelligent Investing in Crisis Mode: A South African Perspective Read More

March 17, 2020 Samuel S. Weber on Intelligent Investing in Crisis Mode: General Thoughts, Value in German Equities Read More