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April 5, 2018 Prada: Turning the Corner After Challenging Five-Year Period Read More

March 11, 2018 Orca Exploration: Gas Producer with Strong Management and Catalyst Read More

March 6, 2018 Three Ways to Win Read More

January 13, 2018 Transnational Corporation of Nigeria: In-Depth Investment Thesis Read More

January 13, 2018 Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor Read More

January 11, 2018 Reno de Medici: Strong Number-Two Player with Margin Improvement Potential Read More

January 6, 2018 Selected Investment Ideas in Eastern Europe Read More

November 26, 2017 BMW: Shareholder-Friendly, Readily Understandable Business with a Moat Read More

October 6, 2017 Randstad: Benefiting from Shift to Variable Cost Bases and Outsourcing Read More

October 6, 2017 Gruppo Mutuionline: Small-Cap with Strong Competitive Position Read More

October 6, 2017 TOD’S: Margins to Improve as Management Refocuses Strategy Read More

October 5, 2017 Deutsche Bank: CEO Cryan Leads Promising Transformation Effort Read More

October 5, 2017 Finlogic: Micro-Cap Labeling Provider with Growth Opportunities Read More

October 5, 2017 Borussia Dortmund: Plenty to Love About Club’s Strategy for Success Read More

October 5, 2017 Wizz Air: Low-Cost Carrier with Strong Competitive Position in CEE Read More

October 5, 2017 Hunter Douglas: Well-Managed Industry Leader with Widening Moat Read More

October 3, 2017 Primer on the Reporting of Insider Trades in Europe Read More

August 24, 2017 Amit Wadhwaney on Intelligent Investing in a Changing World Read More

April 5, 2017 Korea: Surveying the Investment Opportunity Read More

April 5, 2017 Q&A Session on Value Investing in Asia Read More