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July 26, 2018 United States Lime & Minerals: Well-Positioned, with Strong Returns on Capital Read More

July 21, 2018 Peter Kennan on Deep Value Investing and Activism in Asia Read More

June 29, 2018 Cerner: Healthcare IT Leader to Grow in High Single-Digits in Coming Decade Read More

June 29, 2018 China Mobile: World’s Largest Telecom Provider, with 1+ Billion Users Read More

June 29, 2018 Turning Point Brands: Leader in Other Tobacco Products Market at Discount Read More

June 28, 2018 Ferrovial: Moat Supported by Exceptional Toll Road in Canada Read More

June 27, 2018 Starbucks: International Growth Opportunity Remains Intact Read More

June 20, 2018 Induced Demand within the Energy Complex Read More

June 12, 2018 Previewing My Idea Presentation on Ferrovial Read More

June 1, 2018 MMA Offshore: Recapitalized Operator of Offshore Supply Vessels Read More

June 1, 2018 SM, Com2uS: Benefiting from Rise of Korea’s Cultural Economy (TRANSCRIPT NOW AVAILABLE) Read More

May 22, 2018 Bank of Baroda: Government-Owned Bank with Strong Management Read More

May 22, 2018 Alex Kinmont on the Macro Backdrop for Value Investing in Japan Read More

May 22, 2018 Jammu & Kashmir Bank: Leadership in J&K Provides Cheap Deposit Base Read More

April 30, 2018 Why We Invested in Dundee Corp. Read More

April 10, 2018 Highlights from Asian Investing Summit 2018 Read More

April 6, 2018 Bharti Infratel: Second-Largest Wireless Tower Company in India Read More

April 6, 2018 GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low Read More

April 5, 2018 James Morton Shares Value Investing Ideas in Indonesia Read More

March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More