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October 4, 2019
Dixons Carphone: Revisiting Idea at Lower Price After Two Years
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September 19, 2019
Sean Stannard-Stockton on Capitalism Without Capital
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August 11, 2019
Why We Sold This Controversial Stock
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August 1, 2019
Josh Wolfe on Leading-Edge Venture Investing with a Value Mindset
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July 15, 2019
Michael Huber on Private Equity-Style Investing in Public Markets
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June 27, 2019
Utah Medical Products: Niche Device Maker with Disciplinary Moat
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June 27, 2019
Teva Pharma: Generics Leader Turning Around Under New CEO
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May 18, 2019
Howard Marks on the Importance of Self-Assessment
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May 18, 2019
Howard Marks on the Criteria for Long-Term Success
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April 29, 2019
Paratek Pharmaceuticals: Biotech Firm Developing Novel Antibiotics
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April 20, 2019
Howard Marks on the Importance of Experience
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April 12, 2019
Sakai Heavy Industries: Leader in Niche Market for Road Rollers
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April 6, 2019
The Housing Opportunity in India
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March 12, 2019
Howard Marks: Stick to the Mission
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February 21, 2019
My Investment Thesis on Trupanion
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January 12, 2019
Enzo Biochem: Debt-Free Company with Strategic/Litigation Optionality
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January 12, 2019
Semler: Medical Diagnostics Testing Firm with Growth Trajectory
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January 12, 2019
Paratek Pharma Convert: Well-Covered by Asset Value, with Upside
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January 9, 2019
Best Ideas 2019 Preview: Enzo Biochem
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December 3, 2018
The Value Investment Case for Enzo Biochem
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