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February 4, 2021 Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep Read More

January 26, 2021 Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties Read More

January 22, 2021 Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value Read More

January 21, 2021 Repsol: Diversified Energy Company Transitioning to New Technologies Read More

January 16, 2021 Anglo Pacific: Commodity Company With Attractive Business Model Read More

January 16, 2021 CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued Read More

January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More

January 15, 2021 CDON: E-Commerce Marketplace Spinoff With Insider Buying Read More

January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

January 14, 2021 Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow Read More

January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More

January 6, 2021 Volatility-Based Alpha, Our Framework, and Compounders Read More

January 5, 2021 Best Ideas 2021 Preview: Commodity Company With Attractive Model Read More

December 28, 2020 The Manual of Ideas – Winter 2021 Edition Read More

November 6, 2020 Polyus: Low-Cost Russian Gold Miner, with Growing Production Read More

November 5, 2020 Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet Read More

October 15, 2020 Twenty Years After the Original Tech Bubble: Techno Party 2 Read More

October 7, 2020 Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation Read More

October 7, 2020 Avivasa: Well-Run, Capital-Light Franchise with Growth Runway Read More

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