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January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

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

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

October 5, 2020 Alcon: Eyecare Leader with Wide Moat and Long-Term Growth Read More

July 3, 2020 OTIS: Recently Spun Off Elevator Leader with High ROIC Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

June 28, 2020 Stanley Druckenmiller on the Investment Landscape Amid COVID Read More

April 23, 2020 ZAGG: Multiple Ways to Win Following Recent Stock Price Drop Read More

April 19, 2020 Fabio Lopez on Building a Sustainable Investment Business Read More

April 10, 2020 KB Kee Presents Value Investing Ideas in China, Australia, and New Zealand Read More

April 10, 2020 Bajaj Holdings: Indian Holding Company at Steep Discount to NAV Read More

April 8, 2020 Howard Marks on Investing in Crisis: End of the World as We Know It? Read More

April 1, 2020 Francisco Carrillo on Intelligent Investing in Crisis Mode: A Value Perspective from Mexico Read More

March 26, 2020 Adam Zuercher on Intelligent Investing in Crisis Mode: Protecting the Downside in a Turbulent Period Read More

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

March 25, 2020 Dave Sather on Intelligent Investing in Crisis Mode: Sticking to Discipline, Circle of Competence Read More

March 24, 2020 Shawn Kravetz on Intelligent Investing in Crisis Mode: The Risk/Reward Equation of Leveraged Equities Read More

March 19, 2020 Ed Wachenheim on Intelligent Investing in Crisis Mode: Assessing Ideas in Banking and Housing Read More

March 9, 2020 What Does It Mean To Be A Great Investor? Read More

January 23, 2020 Value Investing in Japan: Our View on Engagement Read More