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February 13, 2017 Gaia: Asset-Light, Negative Working Capital, Scalable Video-on-Demand Business Read More

January 11, 2017 Updates on Rosetta Stone and Paratek Pharma Read More

January 11, 2017 MMA Capital Management: Balance Sheet to Income Statement Investing Read More

January 11, 2017 Sunteck Realty: City-Centric Presence in Mumbai Read More

December 7, 2016 Phil Ordway on Understanding Industry Structure Read More

November 3, 2016 Alejandro Estebaranz on Insisting on the Right Price Read More

August 1, 2016 The Moat Report Asia: Nissei Build Kogyo (Japan) Read More

July 20, 2016 Michael Weinberg on Finding Great Fund Managers Read More

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

April 27, 2016 Highlighted Tweet by @BaseHitInvestor Read More

January 23, 2016 Niraj Gupta on Value Investing in Technology, Media and Telecom Read More

January 12, 2016 Paratek Pharma: Misunderstood Biotech (Development and Commercialization of Antibiotics) Read More

January 12, 2016 Rosetta Stone: Out-of-Favor, Misunderstood Industry Leader Read More

January 12, 2016 Armstrong, USG: Opportunities in Building Products Read More

January 6, 2016 The Moat Report Asia: Basso (Taiwan) Read More

May 20, 2015 Mark Massey of AltaRock Partners on Wide-Moat Investing Read More

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

January 13, 2015 Korn/Ferry: World’s Largest High-End Executive Recruiter Read More

January 13, 2015 SeaChange: Misunderstood Technology Company Read More

January 6, 2015 The Moat Report Asia: Kajaria Ceramics (India) Read More