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January 12, 2019 Appian: Well-Positioned Platform for Building Enterprise Software Read More

January 12, 2019 Tech Data: Key Link in Technology Distribution Ecosystem Read More

January 12, 2019 Daily Journal: Transformation Yet to Be Fully Understood Read More

January 12, 2019 Facebook and Xiaomi: Misunderstood, Well-Positioned Companies Read More

January 12, 2019 PDF Solutions: Lowly Valued, with Net Cash and Growing SaaS Business Read More

January 12, 2019 Boustead: Catalyst-Rich Asian Real Estate Stock at One-Third of NAV Read More

January 12, 2019 Walt Disney: Disney+, ESPN+, and Hulu Stake to Drive Multi-Year Growth Read More

January 11, 2019 Three Ideas with Disciplined and Repeatable “Underwriting” Processes Read More

January 10, 2019 IPG Photonics: Dominant Laser Company Run by Owner/Operator Read More

January 9, 2019 Brandon Osborn on Concentrated Patience — an Entrepreneur’s Perspective Read More

January 8, 2019 David Barr on Value Investing and the Business of Investing Read More

January 8, 2019 Best Ideas 2019 Preview: PDF Solutions Read More

January 6, 2019 Best Ideas 2019 Preview: QAD Inc. Read More

January 5, 2019 Best Ideas 2019 Preview: PDF Solutions Read More

December 16, 2018 Best Ideas 2019 Preview: AutoCanada Read More

November 27, 2018 Saahill Desai on the Investment Approach of a Family Office Read More

November 18, 2018 Refining Our Investment Criteria Read More

November 6, 2018 Doubling Down on Appian Read More

October 29, 2018 Tim Yates on Lessons Learned as a Public Company Director Read More

October 23, 2018 Rimini Street: Special Situation with Compounder Potential Read More