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January 28, 2019 What Are the Odds? Superstocks, Fat Tails, and Rule Number One Read More

January 12, 2019 Intelligent Systems: Owner-Operated Card Issuer Processing Software Firm Read More

January 1, 2019 On Valuing Great Businesses Read More

September 19, 2018 Latest Thinking on Human Longevity Read More

April 6, 2018 GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low Read More

March 19, 2018 EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO Read More

February 13, 2018 SEACOR Marine: Undervalued, with Exceptionally Strong Management Read More

February 12, 2018 The Timeless Investment Wisdom of Tom Gayner Read More

February 1, 2018 Highlights of Best Ideas 2018 Read More

December 25, 2017 The Phillips Conversations: Janet Lowe Read More

October 23, 2017 SoftBank: Bullish on Masayoshi Son, Valuation No Longer Compelling Read More

October 15, 2017 Searching for Compounding Machines Among Financials in India Read More

September 19, 2017 Cooks in the Kitchen Read More

September 13, 2017 SeaLink Travel: An Example of a “Perennial” Compounder Read More

June 27, 2017 Jeremy Deal on the Structural Advantages of a Small Investment Fund Read More

February 13, 2017 Gaia: Asset-Light, Negative Working Capital, Scalable Video-on-Demand Business Read More

April 27, 2016 The Biggest Mistakes Investors Make Read More

January 23, 2016 Niraj Gupta on Value Investing in Technology, Media and Telecom Read More

October 6, 2015 De La Rue: The World’s Largest Commercial Banknote Printer Read More

July 1, 2014 Coach, Tumi: Alpha Driven Investment Ideas Read More