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Margin of safety
December 21, 2022
Will Thomson on Intelligent Investing in the Real Asset Ecosystem
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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July 1, 2022
Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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April 6, 2022
Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile
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January 15, 2022
Fairfax India: Well-Managed, Growing Holding Company at Discount
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
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December 14, 2021
Howard Marks and Chris Goulakos on Tech Disruption and Value Investing
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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December 14, 2021
Glenn Surowiec on Value-Oriented Investing on the Right Side of Change
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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September 29, 2021
Grahamian Investing: How to Reinvent and Reinvigorate Value Investing
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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