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January 10, 2020 Century Casinos: Transformational Acquisition Provides Upside Read More

January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More

January 9, 2020 Progressive: Consistent Grower in Direct Segment of Auto Insurance Read More

January 9, 2020 Synchrony: Card Issuer with Valuable Data Analytics Business Read More

January 9, 2020 Dundee Corp.: Steep NAV Discount Despite Asset Rationalization Read More

January 9, 2020 MiX Telematics: Owner-Operated Leader with Long Growth Runway Read More

January 8, 2020 Phil Ordway on (I) Capital Allocation and (II) Discount Brokers Read More

January 8, 2020 Three Ideas: Senior Lien (Bond Like) Infrastructure Investments Read More

January 8, 2020 Jacquet Metal Service: Owner-Operated Leader with M&A Upside Read More

January 8, 2020 Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators Read More

December 19, 2019 Position Sizing (Part Four): How We Assess Conviction Read More

November 30, 2019 China Investing Trip: Felix Narhi’s Takeaways Read More

November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

October 22, 2019 The Concept of Traps, Updates on Mastercard and Tiffany Read More

October 21, 2019 Kambi: The Picks-and-Shovels of the Sports Betting Industry Read More

October 4, 2019 Envea: High-Quality, Well-Run Maker of Air Quality Equipment Read More

October 3, 2019 Henkel: Underappreciated Consumer Goods and Adhesives Leader Read More

September 29, 2019 Diagram of Ensemble’s Investment Philosophy Read More

September 28, 2019 Investment Mistakes: Scratch or Scar? Read More