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April 1, 2019 Howard Marks in Conversation with Joel Greenblatt Read More

February 6, 2019 An Update on Our Investments in Airlines Read More

January 12, 2019 Yatra: #1 Corporate and #2 Consumer Online Travel Agency in India Read More

January 12, 2019 Walt Disney: Disney+, ESPN+, and Hulu Stake to Drive Multi-Year Growth Read More

January 11, 2019 Tidewater: Post-Bankruptcy, Well-Capitalized Leader at Discount Read More

January 4, 2019 Best Ideas 2019 Preview: Walt Disney Read More

December 11, 2018 Asset-Based Investing in an Earnings-Focused World Read More

August 20, 2018 TripAdvisor: Strong Network Effect with Monetization Opportunities Read More

August 20, 2018 BofI: Compounding Machine in Form of Branchless Pure-Play Internet Bank Read More

June 27, 2018 IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value Read More

April 10, 2018 Highlights from Asian Investing Summit 2018 Read More

April 5, 2018 Halyk Savings Bank: Dominant Deposit Share in Kazakhstan Read More

March 13, 2018 Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader Read More

March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More

March 2, 2018 Darwin’s Power and Porter’s Missing Force – A Framework for Global Returns Read More

January 13, 2018 Infinite Computer Solutions: Founder-Led IT Services Provider Outgrowing the Industry Read More

January 13, 2018 eDreams Odigeo: Leading Online Travel Agency Based in Barcelona at Discount Read More

January 12, 2018 Farmer Brothers: Corporate Restructuring to Drive EBITDA Improvement Read More

January 11, 2018 Asia Financial: Family-Owned Company With Attractive Insurance Assets Read More

January 1, 2018 The Phillips Conversations: Jeff Matthews Read More