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January 11, 2018 Asset-Based Investing and BR Properties: Brazilian CRE Leader at NAV Discount Read More

January 11, 2018 Medley Capital: BDC Trading at Discount and Offering 11% Dividend Yield Read More

January 2, 2018 Why Bother With Deep Research in Investing? Read More

December 17, 2017 Liberty Global: European/Latin American Cable on Sale Read More

December 12, 2017 Daejan Holdings: Conservative UK Property Owner at Steep Discount Read More

December 10, 2017 Scorpio Bulkers, Safe Bulkers, Navios, Songa Bulk: Improvement Underway Read More

December 4, 2017 Richard Simmons on Competitive Advantage, Family-Controlled Businesses, and Distraction Read More

November 26, 2017 A.P. Moller-Maersk: Strategic Transformation of Leading Shipper Read More

November 17, 2017 David Swensen on Investing and Endowment Management Read More

October 26, 2017 Why We Invested in Medley Capital Read More

October 5, 2017 S & U: UK Used Car Finance Company with Long Runway Read More

September 19, 2017 Exclusive Conversation with Alex Rubalcava of Stage Venture Partners Read More

September 16, 2017 The Magic of Insurance Read More

September 11, 2017 How Do We Know We Are Right Read More

September 9, 2017 A Thesis on the U.S. Airline Industry Read More

August 30, 2017 On Community Banks and Wells Fargo Read More

August 30, 2017 Snapshot of Our Top Five Positions Read More

August 17, 2017 Finding Plenty to Do Read More

August 17, 2017 What We Mean by “Resource Conversion” Read More

July 5, 2017 Howard Hughes Corp.: High-Quality Land Developer with Organic Growth Read More