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March 19, 2020 Rudi van Niekerk on Intelligent Investing in Crisis Mode: A South African Perspective Read More

March 18, 2020 Nitin Sacheti on Intelligent Investing in Crisis Mode: COVID Impact, Three Investment Ideas Read More

March 14, 2020 PSG: Well-Managed South African Investment Holding Company Read More

March 13, 2020 Portfolio Update: Starting to Put Elevated Cash Balances to Work Read More

March 7, 2020 My In-Depth Investment Thesis on Elastic Software Read More

January 31, 2020 Good to Great: Sticking to a Few Simple Investment Principles Read More

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

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 11, 2020 Domino’s Pizza Group: Operational Improvement to Drive Rerating Read More

January 11, 2020 Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet Read More

January 11, 2020 Time Technoplast: Dominant Position in Plastic Industrial Packaging in India Read More

January 11, 2020 Formula Systems: Software-Focused Holding Company at Discount to NAV Read More

January 11, 2020 OXY: Opportunity to Invest on Better Terms Than Those Berkshire Received Read More

January 11, 2020 Liberty: Oilfield Services Firm with Leading Operational Execution Read More

January 11, 2020 Clear Media: Dominant Player in Chinese Bus Shelter Advertising Read More

January 10, 2020 Charles River: Dominant Pre-Clinical Research Services Outsourcer Read More

January 10, 2020 Hemisphere Media: Unique Hispanic Media Assets, Strong Management Read More

January 10, 2020 Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds Read More

January 10, 2020 PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF Read More

January 10, 2020 Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition Read More