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January 14, 2020
Highlights from Best Ideas 2020
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January 11, 2020
Formula Systems: Software-Focused Holding Company at Discount to NAV
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January 8, 2020
Three Ideas: Senior Lien (Bond Like) Infrastructure Investments
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January 7, 2020
First-Lien (Bond-like) Infrastructure Investments
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December 30, 2019
“Outrageous” Profit Margins
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September 19, 2019
Sean Stannard-Stockton on Capitalism Without Capital
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September 19, 2019
Rupal Bhansali on Non-Consensus Investing
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July 23, 2019
Perspectives on Selected Holdings of the Ensemble Fund
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July 7, 2019
Highlights from Wide-Moat Investing Summit 2019
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June 28, 2019
Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity
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June 27, 2019
SS&C: Market Underestimates Growth and Operating Leverage
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June 27, 2019
Zscaler: Cybersecurity Company with Strong Business Economics
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April 7, 2019
Focus on Good Decades, Not Good Days
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January 20, 2019
Highlights from Best Ideas 2019
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January 11, 2019
Sensata: Highly Cash-Generative Automotive Sensor Leader
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January 11, 2019
Three Ideas with Disciplined and Repeatable “Underwriting” Processes
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January 9, 2019
Fundamental Alternative Investments (Bond-like Equity Securities)
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January 6, 2019
Best Ideas 2019 Preview: QAD Inc.
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October 16, 2018
Highlights from European Investing Summit 2018
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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