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January 12, 2018 Tetragon Financial: Well-Managed Investment Company at Deep Discount Read More

January 11, 2018 Barclays: UK Banking Leader at Discount to Tangible Book Value Read More

January 11, 2018 Tucows: Niche Communications Provider with Strong Leadership Read More

January 11, 2018 Continental Building Products: Strongly Cash-Generative Gypsum Wallboard Manufacturer Read More

January 11, 2018 Asia Financial: Family-Owned Company With Attractive Insurance Assets Read More

December 30, 2017 “Nos encantaría que todas nuestras compañías contasen con un equipo gestor envidiable” Read More

December 28, 2017 Value Investing con un Enfoque de Capital Privado Read More

December 26, 2017 Focus on Good Businesses with Low Expectations Read More

December 22, 2017 Machines Won’t Make Active Investors Obsolete Anytime Soon Read More

December 19, 2017 Preview of KKR Presentation: Venerable PE Firm, Attractively Valued Read More

December 18, 2017 SiteOne: Formerly Trapped Within John Deere, Now Free to Excel Read More

December 15, 2017 Previewing PRGX Global for Best Ideas 2018 Read More

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

December 11, 2017 PNE Wind and Francotyp-Postalia: Misunderstood and Neglected 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 3, 2017 GEM’s Advice for Aspiring Superinvestors Read More

October 31, 2017 The Twinkie Conspiracy Read More

October 25, 2017 What We Mean by Opportunistic, Absolute Return Investing Read More

October 23, 2017 SoftBank: Bullish on Masayoshi Son, Valuation No Longer Compelling Read More