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January 12, 2019 Salmar: Large, Efficient, Low-Cost Producer of Farmed Salmon Read More

January 12, 2019 Westaim: Access to Shareholder-Friendly Allocators at Low Price Read More

January 9, 2019 Best Ideas 2019 Preview: Enzo Biochem Read More

January 7, 2019 Is Joint Chiropractic a “Punch Card” Investment? Read More

January 5, 2019 Tom Gayner in Wide-Ranging Conversation During Visit to India Read More

December 3, 2018 The Value Investment Case for Enzo Biochem Read More

November 18, 2018 Refining Our Investment Criteria Read More

October 15, 2018 Highlighted Tweet by chriswmayer Read More

September 25, 2018 Ashford: Wide-Moat Hospitality Services Business Read More

September 15, 2018 Howard Marks on Mastering the Market Cycle Read More

September 15, 2018 Murray Stahl Discusses His Investment Philosophy Read More

September 14, 2018 Landstar System: Third-Party Logistics Leader in Trucking Read More

August 28, 2018 Thoughts on Life: How to Get Lucky Read More

August 25, 2018 Paratek Pharmaceuticals: Deep Sell-off Renders Shares Cheap Read More

August 20, 2018 Moats: Measuring, Exploitations and Challenges, Quality vs. Price Read More

August 20, 2018 BofI: Compounding Machine in Form of Branchless Pure-Play Internet Bank Read More

August 18, 2018 Public Private Equity: Volatility vs. Franchise Value Read More

July 27, 2018 Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels Read More

June 29, 2018 BlackBerry: Transformed into Enterprise Software Security Firm Read More