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March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

January 11, 2020 Diamond S Shipping: Recently Formed, With Highly Capable CEO Read More

January 11, 2020 KVH: Transitioning to Subscription Model, with Growth Ahead Read More

January 10, 2020 Aker: Well-Managed Industrial Investment Holding at Discount 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

January 7, 2020 First-Lien (Bond-like) Infrastructure Investments Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

November 2, 2019 GCI Liberty: Advantaged Business, Controlled by Skilled Allocator Read More

October 24, 2019 The Oil Tanker Industry: The Pendulum Swings Back Read More

October 9, 2019 Keith Smith of Bonhoeffer Fund Discusses His Investment Philosophy Read More

September 19, 2019 Sean Stannard-Stockton on Capitalism Without Capital Read More

September 19, 2019 David Marcus on Partnering with Owner-Operators in Europe Read More

August 30, 2019 Mohnish Pabrai on His Book, The Dhandho Investor Read More

August 30, 2019 Francisco Garcia Parames on His Book, Investing for the Long Term Read More

July 23, 2019 Perspectives on Selected Holdings of the Ensemble Fund Read More

May 28, 2019 Why We Initiated a Position in Sea Limited Read More

May 20, 2019 Talks at Google: John Mihaljevic on Idea Generation Read More

May 17, 2019 The Manual of Ideas – Spring/Summer 2019 Edition Read More

April 25, 2019 Premium Exclusive: Chris Rossbach on Investing in Compounders Read More