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October 20, 2023
Savencia: Well-Managed French Cheese and Dairy Leader at Discount
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 6, 2023
Best Ideas 2023 Preview: Sprott Physical Uranium Trust
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October 13, 2022
Merlin Properties: Iberian REIT Leader With Attractive Portfolio
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April 6, 2022
Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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January 12, 2022
SoftBank: Recent Controversies Create Attractive NAV Discount
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January 10, 2022
Equinox Gold: Fast-Growing Mid-Tier Producer at Steep Discount
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September 30, 2021
Adam Rozencwajg on the Investment Implications of Copper Supply Issues
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August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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January 22, 2021
Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 6, 2021
A Cheat Sheet on Holding Companies for Value Investors
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January 5, 2021
Introducing the ZIPSS: Zillow, IAC, PAR Technology, Stitch Fix, Square
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December 28, 2020
The Manual of Ideas – Winter 2021 Edition
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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August 11, 2020
The Search for Value, and the Road Ahead
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