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incentives
March 9, 2020
What Does It Mean To Be A Great Investor?
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February 15, 2020
Charlie Munger’s Remarks at Daily Journal Annual Meeting in 2020
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January 31, 2020
Good to Great: Sticking to a Few Simple Investment Principles
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January 11, 2020
Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne
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January 11, 2020
Domino’s Pizza Group: Operational Improvement to Drive Rerating
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January 11, 2020
Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet
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January 11, 2020
Contingent Value Rights: Investment Tutorial, and Celgene Thesis
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January 11, 2020
Terravest Industries: Rollup Done the Right Way, Aligned Management
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January 11, 2020
Gruma: Well-Managed, World-Leading Tortilla and Corn Flour Producer
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January 11, 2020
OXY: Opportunity to Invest on Better Terms Than Those Berkshire Received
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January 10, 2020
Charles River: Dominant Pre-Clinical Research Services Outsourcer
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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January 10, 2020
BioSpecifics: Early-Stage Medical Firm with FCF and Optionality
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January 9, 2020
Synchrony: Card Issuer with Valuable Data Analytics Business
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January 9, 2020
MiX Telematics: Owner-Operated Leader with Long Growth Runway
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January 8, 2020
Tyson Foods: Valuation Discount, Combined with Growth Drivers
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January 8, 2020
Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators
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January 7, 2020
I’m on a Boat: Five Core Attributes of Leadership
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December 7, 2019
Nicoya Fund’s Investment Thesis on Nicholas Financial
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October 31, 2019
Rodrigo Lopez Buenrostro Discusses His Investment Approach
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