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

April 8, 2018 Tucows: Low-Cost Leader with Experienced “Outsider” CEO Read More

April 5, 2018 Halyk Savings Bank: Dominant Deposit Share in Kazakhstan Read More

March 22, 2018 The Two Things We Look for in a Management Team Read More

March 14, 2018 U.S. Airline Industry: A Rorschach Test for Investors Read More

March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More

March 6, 2018 Three Ways to Win Read More

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

March 4, 2018 Embraer: Third-Largest Aircraft OEM Undervalued due to Short-Term Pressures Read More

February 16, 2018 Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety Read More

January 13, 2018 Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas Read More

January 13, 2018 Haw Par: Undervalued Singapore-Based Family-Controlled Conglomerate Read More

January 12, 2018 Discovery Communications: Acquisition of Scripps Creates Attractive Entry Point Read More

January 12, 2018 Zooplus: High-ROIC, Leading Online Retailer of Pet Food in Europe Read More

January 12, 2018 Restaurant Brands International and Charter Communications: Two Well-Managed Compounders Read More

January 12, 2018 Autohome: Cash-Generative, Leading Online Automotive Portal in China Read More

January 11, 2018 O’Reilly Auto Parts: Leading Retailer of Automotive Parts with Distribution Advantage Read More

January 11, 2018 HCA Healthcare: Aggressive Share Repurchases to Drive Shareholder Value Read More

January 6, 2018 Selected Investment Ideas in Eastern Europe Read More

January 1, 2018 What Compels Us to Invest Read More