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

April 12, 2018 Rosetta Stone: Transforming to a Far More Valuable Business Model Read More

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

January 10, 2018 Preview of Franklin Covey: Completing Transition from Sales to Subscription Model Read More

December 15, 2017 Previewing PRGX Global for Best Ideas 2018 Read More

December 4, 2017 Fidessa: Sell-Side Trading Software Leader Rides Compliance Wave Read More

October 19, 2017 An Eye-Opening Q&A with MOI Global Instructor Chamath Palihapitiya Read More

October 2, 2017 How to Be a Value Investor in Software Read More

September 19, 2017 Exclusive Conversation with Alex Rubalcava of Stage Venture Partners Read More

July 18, 2017 Mattersight: Recurring Revenue and Valuable Proprietary Dataset Read More

July 7, 2017 CommerceHub: Uniquely Levered to E-Commerce Growth Read More

July 6, 2017 Cision: Cloud Business with Durable Competitive Advantage Read More

January 11, 2017 PAR Technology: Evolution To A Simpler Company Read More

January 23, 2016 Niraj Gupta on Value Investing in Technology, Media and Telecom Read More