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April 14, 2021 Sid Choraria Shares His Insights Into Value Investing in Asia Read More

April 14, 2021 Havells India: Leader in Electrical Goods and Consumer Durables Read More

January 26, 2021 Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record Read More

January 18, 2021 Nuance: Leader in Software-Driven Voice Transcription for Physicians Read More

January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

January 14, 2021 S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking Read More

January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More

January 13, 2021 Christian Billinger on Investing in Clusters of High-Quality Businesses Read More

January 12, 2021 Three Clusters For Quality Investing: Elevators, TIC, Aircraft Engines Read More

January 6, 2021 Volatility-Based Alpha, Our Framework, and Compounders Read More

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

November 5, 2020 Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet Read More

October 7, 2020 Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation Read More

October 7, 2020 M8G: Derisked Gaming and Media Business in the Process of Scaling Up Read More

October 7, 2020 Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

October 7, 2020 Three European Companies at a Discount to Fair Value Read More

October 6, 2020 Ferrari: Luxury Identity Brand with Enviable Business Model Read More

August 10, 2020 Spotify: A Case Study in Business Strategy and Value Compounding Read More

July 3, 2020 Masimo: Improving Patient Outcomes While Reducing System-Wide Costs Read More