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October 5, 2017 S & U: UK Used Car Finance Company with Long Runway Read More

September 16, 2017 Embrace Big, “Inevitable” Trends Read More

April 5, 2017 KyungDong City Gas: Undervalued Special Situation Read More

April 5, 2017 IDFC Limited: Sum-of-the-Parts Bargain in Financial Services Read More

April 5, 2017 Shriram Transport Finance: Leader In The Used Commercial Market Read More

June 16, 2016 Value Investing with a Private Equity Mindset Read More

April 4, 2016 Samsung Electronics Preferred Shares: Second Largest Technology Company by Sales Read More

October 6, 2015 Tamburi Investment Partners: Italian Equivalent of Fairfax, Markel, Leucadia or Berkshire Hathaway Read More

July 7, 2015 Subsea 7: A Global Leader in A Niche Industry with A Sustainable Competitive Advantage Read More

April 7, 2015 Long-Term Perspective on Investing in India, plus Three Ideas Read More

November 10, 2014 Don Fitzgerald on European Stock Picks Read More

May 1, 2013 Jeroen Bos: In-depth Idea Presentation Read More

August 2, 2011 The People Behind Chanticleer Read More

July 29, 2011 Josh Tarasoff on Investing in Great Businesses Read More

October 23, 2010 Michael Godby on The Value of Thrift Conversions Read More