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October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

October 5, 2020 Alcon: Eyecare Leader with Wide Moat and Long-Term Growth Read More

September 10, 2020 Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe Read More

August 9, 2020 Synthetic Leverage and Discounts to Holdings Read More

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

July 2, 2020 Exponent: Leveraging Historic Relationships to Drive Organic Growth Read More

March 23, 2020 David Barr on Intelligent Investing in Crisis Mode: Four Potential Investment Strategies Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

October 21, 2019 Kambi: The Picks-and-Shovels of the Sports Betting Industry Read More

August 1, 2019 Josh Wolfe on Leading-Edge Venture Investing with a Value Mindset Read More

October 13, 2018 Akka Technologies: Management Plan for 2022 Ambitious But Achievable Read More

September 25, 2018 European Investing Summit 2018 Preview: Akka Technologies Read More

October 6, 2017 Hilan Tech: “ADP of Israel” Continues to Compound Value Read More

September 10, 2017 Arcadis: Consulting Firm with Unique Specialty in Water Read More

August 24, 2017 Robert Robotti on the Role of Active Management in the Modern World Read More

November 7, 2016 The Moat Report Asia: Chenbro Micom (Taiwan) Read More

September 26, 2016 The Moat Report Asia: Nitori (Japan) Read More

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

January 12, 2016 Pearson: Global Contrarian Investing Read More

April 7, 2015 Update on Israel Read More