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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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August 21, 2020
Episode 5: How to Deserve Quality Shareholders, with Larry Cunningham
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August 12, 2020
Peter Mantas on Opportunities in Tech, Industrials, and Healthcare
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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August 9, 2020
Synthetic Leverage and Discounts to Holdings
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July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
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July 26, 2020
Lawrence A. Cunningham on His Book, Dear Shareholder
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
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July 3, 2020
Interactive Brokers: Automated, Low-Cost, High-Margin Business
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July 3, 2020
FANUC: True Economics Masked by Capacity and R&D Investments
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July 2, 2020
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
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July 2, 2020
Rimini: Well-Suited to Gain Share in Application Management Services
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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June 28, 2020
Jack Dorsey on the Future of Work, Technology, Small Business, and More
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June 20, 2020
Patrick Collison on the Restructuring of the Financial Services Landscape
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April 21, 2020
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
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