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April 6, 2022 Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry Read More

April 6, 2022 Alibaba: Deeply Undervalued Due to Overstated China-Related Fears Read More

January 15, 2022 Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts Read More

January 15, 2022 Fairfax India: Well-Managed, Growing Holding Company at Discount Read More

January 15, 2022 Serial Growth, Operating Leverage in Consolidating Fragmented Industries Read More

January 15, 2022 Dignity: Turning Around Under New Leadership, with Catalyst Read More

January 14, 2022 Tuesday Morning: Post-Bankruptcy Equity With Positive Outlook Read More

January 14, 2022 P10: Premier Private Markets Asset Manager Focused on Middle Market Read More

January 13, 2022 Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth Read More

January 13, 2022 Acme United: Steadily Growing Supplier of Niche Consumer Products Read More

January 13, 2022 AIG: Improving Operations, Cutting Costs, Returning Capital to Owners Read More

January 13, 2022 FLEX: Sustainable Manufacturing, With NEXTracker IPO on Horizon Read More

January 12, 2022 Discovery: Warner Deal and Strong FCF Underappreciated by Market Read More

January 12, 2022 PG&E: Valuation Discount Unwarrated Under New Management Read More

January 10, 2022 Equinox Gold: Fast-Growing Mid-Tier Producer at Steep Discount Read More

January 2, 2022 Bill Cummings: Lessons and Legacy — A Worthy Path in Business and Life Read More

December 14, 2021 Michael Mauboussin and Saurabh Madaan on Expectations Investing Read More

December 14, 2021 Nick Devlin and Elliot Turner on the Business Model of Naked Wines Read More

December 14, 2021 Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry Read More

December 14, 2021 Glenn Surowiec on Value-Oriented Investing on the Right Side of Change Read More