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March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More

March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More

March 2, 2018 Darwin’s Power and Porter’s Missing Force – A Framework for Global Returns Read More

February 28, 2018 Value Investing in India: A Mirage? Read More

February 16, 2018 Business as Usual Read More

February 16, 2018 How to Spot Risky Dividend Stocks: A Focus on Fundamentals Read More

February 14, 2018 Charlie Munger’s Remarks at Daily Journal Annual Meeting in 2018 Read More

January 13, 2018 Dollar General: Undervalued Discount Retailer with Strong Unit Economics Read More

January 13, 2018 Nelnet: In-Depth Idea Presentation Read More

January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More

January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More

January 12, 2018 Teekay Offshore: Abandoned Public Stub of Mission-Critical Marine Infrastructure Business Read More

January 12, 2018 Future Enterprises: Infrastructure Provider for India’s Leading Retailer Read More

January 11, 2018 O’Reilly Auto Parts: Leading Retailer of Automotive Parts with Distribution Advantage Read More

January 11, 2018 Wilson Sons and Ocean Wilsons: Undervalued Play on Brazilian Infrastructure Read More

January 10, 2018 Preview of McCarthy & Stone: Largest UK Retirement Homebuilder Read More

January 9, 2018 Widen the Lens But Narrow the Focus, and Deepen the Learning Read More

January 8, 2018 The Story Behind India’s Valuation Premium Read More

January 2, 2018 The “Next Big Thing” Just Might Be Hiding in Plain Sight Read More

January 1, 2018 What Compels Us to Invest Read More