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January 16, 2021 CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued Read More

January 15, 2021 Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds Read More

January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More

January 13, 2021 TETRA Technologies: Misunderstood, With Multiple Shots on Goal Read More

January 13, 2021 Walgreens Boots Alliance: High-Quality Business at High FCF Yield Read More

December 21, 2020 Overview of UnitedHealth: Broadest, Highest-Quality Network in the U.S. Read More

December 10, 2020 Bruce Greenwald on the Future of Value-Oriented Investing Read More

December 10, 2020 Ep. 21: #Neversell | Subscription Models | Financial Services Disruption Read More

October 7, 2020 ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster Read More

October 7, 2020 Avivasa: Well-Run, Capital-Light Franchise with Growth Runway Read More

October 6, 2020 Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation Read More

October 2, 2020 Honey Bees and the Waggle Dance: A Mental Model Read More

September 3, 2020 The Tesla Effect: A Research Report of Tsai Capital Corporation Read More

August 18, 2020 Taking a Global Perspective on Investing in South Africa Read More

August 11, 2020 The Search for Value, and the Road Ahead Read More

August 9, 2020 Synthetic Leverage and Discounts to Holdings Read More

August 7, 2020 Episode 3: Insured COVID Losses | BRK Q2 Preview | Apple Stock Split Read More

August 7, 2020 Insurer Earnings and COVID Losses | Berkshire Q2 Preview | Apple’s Stock Split Read More

July 26, 2020 Lawrence A. Cunningham on His Book, Dear Shareholder Read More

May 25, 2020 Show Some Respect to Uncle Sam Read More