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January 10, 2020 Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds Read More

January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More

January 9, 2020 Glenn Surowiec Shares Value Investing Insights and Ideas Read More

January 8, 2020 Three Ideas: Senior Lien (Bond Like) Infrastructure Investments Read More

October 28, 2019 Long-Term and Cold-Minded Thinking Behind Some Investments in Greece Read More

October 4, 2019 Duerr: Family-Controlled Leader in Automotive Paint Robots Read More

October 4, 2019 Vestas: Top Maker of Wind Turbines, with Growing Service Revenue Read More

September 19, 2019 Serge Belinski and Nigel Friend on Unlocking Value at Orca Read More

August 13, 2019 Nick Gogerty on His Book, The Nature of Value Read More

June 27, 2019 Texas Pacific Land Trust: Largest Land Owner in Permian Basin Read More

June 27, 2019 Zscaler: Cybersecurity Company with Strong Business Economics Read More

April 19, 2019 Thoughts on Fossil Fuels and Global Warming Read More

April 7, 2019 Focus on Good Decades, Not Good Days Read More

February 15, 2019 Bruce Flatt on Durable Principles for Real Asset Investing Read More

January 12, 2019 QAD: Value-Accretive Business Model Transition Gains Momentum Read More

October 23, 2018 Bryan Lawrence on Intelligent Investing in the Energy Sector Read More

October 13, 2018 Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors Read More

October 12, 2018 Covestro: High-Value Niche Player Misperceived as Commodity Business Read More

March 5, 2018 General Electric: Turnaround Progressing Under “Outsider” CEO Read More

January 9, 2018 The Evolution and Revolution of the Electric Grid Read More