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January 11, 2021 Rudi van Niekerk on Temperament, Focus, and Habits in Investing Read More

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

December 10, 2020 Bruce Greenwald on the Future of Value-Oriented Investing Read More

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

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

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

September 2, 2020 Rational Investing in Today’s Irrational Stock Markets Read More

July 30, 2020 Satya Nadella on Cultivating a Sense of Culture and Purpose Read More

July 3, 2020 Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 2, 2020 Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

June 20, 2020 Patrick Collison on the Restructuring of the Financial Services Landscape Read More

May 3, 2020 Berkshire Hathaway Annual Meeting 2020 Read More

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

April 11, 2020 J. Dennis Jean-Jacques Discusses the Ocean Park Investments Approach Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 17, 2020 Samuel S. Weber on Intelligent Investing in Crisis Mode: General Thoughts, Value in German Equities Read More

March 7, 2020 My In-Depth Investment Thesis on Elastic Software Read More

March 3, 2020 Surveying Our Top Five Holdings: KKR, PAR, SHSP, APPS, KLR Read More