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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

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

February 17, 2021 Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet Read More

January 26, 2021 Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record Read More

January 25, 2021 Burford Capital: Misunderstood Global Litigation Finance Leader Read More

January 20, 2021 ECN Capital: Transformed, High-Quality Business With Growth Runway Read More

January 19, 2021 Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader Read More

January 18, 2021 Nuance: Leader in Software-Driven Voice Transcription for Physicians Read More

January 16, 2021 Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate Read More

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