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April 1, 2019 Howard Marks in Conversation with Joel Greenblatt Read More

February 6, 2019 An Update on Our Investments in Airlines Read More

January 12, 2019 Walt Disney: Disney+, ESPN+, and Hulu Stake to Drive Multi-Year Growth Read More

January 11, 2019 Tidewater: Post-Bankruptcy, Well-Capitalized Leader at Discount Read More

January 4, 2019 Best Ideas 2019 Preview: Walt Disney Read More

December 11, 2018 Asset-Based Investing in an Earnings-Focused World Read More

August 20, 2018 TripAdvisor: Strong Network Effect with Monetization Opportunities Read More

June 27, 2018 IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value Read More

April 12, 2018 Rosetta Stone: Transforming to a Far More Valuable Business Model Read More

April 8, 2018 Tucows: Low-Cost Leader with Experienced “Outsider” CEO Read More

March 30, 2018 A Case Study of R1 RCM Read More

March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More

March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More

March 7, 2018 LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets Read More

March 5, 2018 General Electric: Turnaround Progressing Under “Outsider” CEO Read More

March 2, 2018 Darwin’s Power and Porter’s Missing Force – A Framework for Global Returns Read More

January 12, 2018 IES Holdings: Well-Managed, Owner-Operated Rollup in Electrical Wiring Services Read More

January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More

December 26, 2017 Focus on Good Businesses with Low Expectations Read More

December 21, 2017 Asset-Based Investing in an Earnings-Focused World Read More