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September 10, 2020 Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe Read More

August 18, 2020 Taking a Global Perspective on Investing in South Africa Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More

April 10, 2020 Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense Read More

April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More

April 9, 2020 Emeco: Lowly Valued Australian Leader in Mining Equipment Rental Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 21, 2020 William Thomson on Intelligent Investing in Crisis Mode: Surveying Basic Materials, Energy, Mining Read More

March 7, 2020 My In-Depth Investment Thesis on Elastic Software Read More

January 11, 2020 Adrian Saville: Three Value Investment Ideas in South Africa 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 Dundee Corp.: Steep NAV Discount Despite Asset Rationalization Read More

January 8, 2020 CPL: Owner-Operated Steady Grower in Workforce Services Read More

January 6, 2020 Best Ideas 2020 Preview: Dundee Corporation Read More

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

October 15, 2019 Intelligent Cloning: Evaluating Allison Transmission Read More

October 8, 2019 Tennis and Speculation — How to Survive a Loser’s Game Read More

July 22, 2019 Value Investors – Avoiding Mining at All Costs, But Why? Read More

July 1, 2019 Royce Kurmelovs on His Book, Boom and Bust Read More