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August 7, 2020 Replay Our First Small Group Virtual Member Meetup Read More

August 6, 2020 Quarterly Update and Commentary of FM First China Fund, LLC Read More

July 8, 2020 Four Unpopular Opinions of Tollymore Investment Partners Read More

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

July 3, 2020 FANUC: True Economics Masked by Capacity and R&D Investments Read More

July 3, 2020 OTIS: Recently Spun Off Elevator Leader with High ROIC Read More

July 3, 2020 Transcontinental: Underappreciated Resiliency and FCF Generation Read More

July 2, 2020 Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

April 29, 2020 Sid Choraria on Developing a Winning Investment Process in Asia Read More

April 28, 2020 ESG: The Latest Incarnation of Marketing-Led Investment Strategies Read More

April 13, 2020 Christian Billinger on the Advantages of a Closed-End Fund Structure Read More

April 10, 2020 Sid Choraria on Value Investing in Asia: Insights and Ideas Read More

April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More

April 10, 2020 Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense Read More

April 9, 2020 KRBL: Owner-Operated Basmati Rice Leader with Strong Economics Read More

March 27, 2020 Sid Choraria on Intelligent Investing in Crisis Mode: Surveying Value in Key Asian Markets Read More

March 27, 2020 Elliot Turner on Intelligent Investing in Crisis Mode: The COVID Response, and Selected Ideas Read More

March 18, 2020 Frank Fischer on Intelligent Investing in Crisis Mode: A German Superinvestor’s Perspective Read More

March 11, 2020 The Point and Challenge of Being Prepared Read More