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March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 23, 2020 David Barr on Intelligent Investing in Crisis Mode: Four Potential Investment Strategies Read More

March 19, 2020 Rudi van Niekerk on Intelligent Investing in Crisis Mode: A South African Perspective Read More

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

March 14, 2020 PSG: Well-Managed South African Investment Holding Company Read More

March 3, 2020 Surveying Our Top Five Holdings: KKR, PAR, SHSP, APPS, KLR Read More

February 2, 2020 WANdisco: Recurring Revenue Growth Underappreciated by Mr. Market Read More

January 11, 2020 Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne Read More

January 11, 2020 Domino’s Pizza Group: Operational Improvement to Drive Rerating Read More

January 11, 2020 Avid: Leading Audio/Video Editing Software Supplier to Professionals Read More

January 11, 2020 Macro Enterprises: Owner-Operated Pipeline Construction Firm Read More

January 10, 2020 Charles River: Dominant Pre-Clinical Research Services Outsourcer Read More

January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More

January 9, 2020 Synchrony: Card Issuer with Valuable Data Analytics Business Read More

January 9, 2020 MiX Telematics: Owner-Operated Leader with Long Growth Runway Read More

January 8, 2020 Three Ideas: Senior Lien (Bond Like) Infrastructure Investments Read More

January 8, 2020 Jacquet Metal Service: Owner-Operated Leader with M&A Upside Read More

January 7, 2020 First-Lien (Bond-like) Infrastructure Investments Read More

December 22, 2019 Merry Christmas from Mr. Market? Read More

November 30, 2019 China Investing Trip: Sean Stannard-Stockton’s Takeaways Read More