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Russia
April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
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December 14, 2021
Howard Marks and Chris Goulakos on Tech Disruption and Value Investing
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October 10, 2021
Contrarian Investment Opportunities for Uncertain Times
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October 5, 2021
S2E4 Special: How the World‘s Greatest Investors Win, with William Green
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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April 23, 2021
William Green on His Book, Richer, Wiser, Happier
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January 28, 2021
Marc Rubinstein on Tinkoff Bank, Russia’s Capital One
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 15, 2021
Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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August 18, 2020
Taking a Global Perspective on Investing in South Africa
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August 13, 2020
Matthew Prince on His Evolution as an Owner-Operator
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April 10, 2020
Bajaj Holdings: Indian Holding Company at Steep Discount to NAV
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