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October 16, 2018 Highlights from European Investing Summit 2018 Read More

October 13, 2018 Norwegian Finans: Attractively Valued, Competitively Advantaged Compounder Read More

September 29, 2018 European Investing Summit 2018 Preview: Norwegian Finans Holding Read More

September 25, 2018 Ashford: Wide-Moat Hospitality Services Business Read More

September 20, 2018 Rosetta Stone: Lexia Intrinsic Value Strong and Growing Read More

September 15, 2018 Will Thorndike on Compounder Businesses Led by Outsider CEOs Read More

September 12, 2018 The Case for Thematic Value Investing Read More

July 3, 2018 What Is An Investment Process? Read More

June 29, 2018 Manhattan Associates: Transitioning to Recurring-Revenue Model Read More

June 27, 2018 IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value Read More

June 13, 2018 Previewing My Idea Presentation on School Specialty Read More

April 10, 2018 Highlights from Asian Investing Summit 2018 Read More

April 6, 2018 CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses Read More

April 4, 2018 Franklin Covey: Strong Growth in Recurring Revenue Read More

March 30, 2018 A Case Study of R1 RCM Read More

March 16, 2018 Update on Marchex Read More

March 11, 2018 PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader Read More

March 7, 2018 LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets Read More

March 4, 2018 Simon Caufield on Recurring-Revenue Businesses Read More

January 28, 2018 Reimar Scholz on Distressed Equity Investing in Europe Read More