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Russia
April 19, 2019
Thoughts on Fossil Fuels and Global Warming
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February 3, 2019
My Investment Thesis on ITE Group
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January 20, 2019
Highlights from Best Ideas 2019
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January 16, 2019
Burford Capital: Leader in Nascent Litigation Financing Asset Class
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January 16, 2019
Viper Energy: Royalty Company Growing via CF-Accretive Deals
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January 16, 2019
ITE: Founder-Led Exhibitions Organizer at High-Teens FCF Yield
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January 12, 2019
Arcelik: Turkey’s Household Appliances Leader at Depressed Valuation
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January 11, 2019
Siauliu Bankas: Lithuanian Banking Leader at Bargain Price
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January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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December 31, 2018
The Power of Incentives
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December 17, 2018
Facts, Opinions, and The Oil Patch
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October 25, 2018
Why We Invest in Eastern Europe
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October 23, 2018
Bryan Lawrence on Intelligent Investing in the Energy Sector
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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October 11, 2018
Landi Renzo: New CEO Leads Emergence from Long Downtrend
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September 14, 2018
Artem Fokin on Platform Companies and His Path as an Investor
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September 7, 2018
Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT
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September 1, 2018
Transocean: World Dominator of Offshore Drilling
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August 9, 2018
David Steinberg on Approaches to Deep Value Investing
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August 5, 2018
On Competitive Advantage — and Why Harley Davidson Has It
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