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January 14, 2022 Cano Health: Provider With Game-Changing Incentive System Read More

January 13, 2022 AIG: Improving Operations, Cutting Costs, Returning Capital to Owners Read More

December 14, 2021 Bryan Lawrence on the Two Challenges Facing a Fund Manager Read More

December 14, 2021 Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds Read More

October 15, 2021 WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry Read More

October 15, 2021 PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank Read More

October 14, 2021 Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business Read More

August 27, 2021 William Knowles on Concentrated, Low-Turnover, Quality-First Investing Read More

June 1, 2021 Larry Cunningham on Margin of Trust: The Berkshire Business Model Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More

May 10, 2021 Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing Read More

May 6, 2021 Bryan Lawrence on the Investment Philosophy of Oakcliff Capital Read More

April 16, 2021 ipet: Fast-Growing Japanese Pet Insurer at Attractive Valuation Read More

April 16, 2021 ICICI Securities: Asset-Light, Cash-Generative Online Finance Leader Read More

April 14, 2021 CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn Read More

April 14, 2021 Havells India: Leader in Electrical Goods and Consumer Durables Read More

April 8, 2021 Pablo Gonzalez on Idea Generation, Management Quality, Mistakes Read More

March 23, 2021 Soumil Zaveri on Finding Great Businesses Early Read More

March 18, 2021 Marc Rubinstein on Financing Recurring Revenue Read More

March 10, 2021 Marc Rubinstein on the Not-So-Surprising Downfall of Greensill Read More