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

September 25, 2020 Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group Read More

August 11, 2020 The Search for Value, and the Road Ahead Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 18, 2020 Nitin Sacheti on Intelligent Investing in Crisis Mode: COVID Impact, Three Investment Ideas Read More

March 2, 2020 GrubHub: Core Holding, Despite Vitriol From Media and Shorts Read More

February 2, 2020 Select Portfolio Investments: Financials Read More

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 10, 2020 Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition Read More

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

January 8, 2020 Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators Read More

January 6, 2020 Best Ideas 2020 Preview: Dundee Corporation Read More

December 22, 2019 Merry Christmas from Mr. Market? Read More

October 20, 2019 How I Assess Public Companies for Investment Purposes Read More

September 3, 2019 Samer Hakoura on Lessons from Owning Private Family Businesses Read More

August 15, 2019 Robert Hagstrom on His Book, The Warren Buffett Way Read More

July 12, 2019 Chuck Akre on an English Major’s Attempt to Solve the Investment Puzzle Read More

April 22, 2019 Thoughts on Our Investment in Alphabet Read More

April 11, 2019 Gamevil, Hyosung: Undervalued Holding Companies in Korea Read More

April 11, 2019 JM Financial: Integrated Financial Services Group in India Read More