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management team
October 5, 2017
Borussia Dortmund: Plenty to Love About Club’s Strategy for Success
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October 2, 2017
How to Be a Value Investor in Software
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September 28, 2017
Two Components of “Edge” in Investing
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September 12, 2017
RIB Software: Early-Stage Value Investment Opportunity
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September 11, 2017
How Do We Know We Are Right
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September 10, 2017
Nestlé: A “Bond” and a “Venture Capital Fund”
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September 1, 2017
Zeke Ashton on Systematic Analysis of Investment Mistakes
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July 18, 2017
Mattersight: Recurring Revenue and Valuable Proprietary Dataset
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July 17, 2017
Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality
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July 5, 2017
Lanxess: Transforming into Specialty Chemicals Powerhouse
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July 3, 2017
PICO Holdings: Water Assets at Sharp Discount to Book and Intrinsic Value
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June 30, 2017
EVINE Live: Clear Path to Improving Profitability, Capex to Decline
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June 27, 2017
Samir Patel: Stop Caring About Bad Share Repurchases
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April 5, 2017
Haw Par Corporation: Asset-Rich Sum-of-the-Parts Bargain in Singapore
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January 11, 2017
AMERCO: Moving Business Is A Durable Franchise
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January 10, 2017
Shawn Kravetz on Investing in Gaming and Solar
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December 7, 2016
Reno Giancola on Investing in Canada
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November 3, 2016
Alejandro Estebaranz on Insisting on the Right Price
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October 4, 2016
Bolloré, Vivendi: One of The Leading Transport and Logistics in The World
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August 23, 2016
William Thorndike on the Traits and Approaches of Outsider CEOs
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