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July 7, 2021 JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts Read More

May 27, 2021 A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management Read More

January 22, 2021 Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

January 6, 2021 A Cheat Sheet on Holding Companies for Value Investors Read More

January 5, 2021 Introducing the ZIPSS: Zillow, IAC, PAR Technology, Stitch Fix, Square Read More

December 28, 2020 The Manual of Ideas – Winter 2021 Edition Read More

November 12, 2020 STEF: Dominant Logistics Provider in Highly Fragmented Market Read More

August 11, 2020 The Search for Value, and the Road Ahead Read More

July 3, 2020 Liberty Sirius XM: Exposure to Satellite Radio Leader at Discount Read More

April 21, 2020 Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses Read More

April 8, 2020 James Morton Shares Value Investing Ideas in Volatile Asian Markets Read More

March 20, 2020 Amit Wadhwaney on Intelligent Investing in Crisis Mode: Deep Value Opportunities Globally Read More

March 18, 2020 Nitin Sacheti on Intelligent Investing in Crisis Mode: COVID Impact, Three Investment Ideas Read More

February 14, 2020 Capital Allocation, Corporate Governance, and Investor Relations Read More

February 2, 2020 Select Portfolio Investments: Financials Read More

February 2, 2020 Select Portfolio Investments: Airlines Read More

January 31, 2020 Select Portfolio Investments: Building Products Companies Read More

January 30, 2020 Reviewing Our Process and Overall Investment Framework Read More

January 14, 2020 Highlights from Best Ideas 2020 Read More