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June 27, 2018 Case Studies: The Power of a Low-Cost Advantage Read More

June 20, 2018 The Power of a Low-Cost Advantage Read More

June 12, 2018 Previewing My Idea Presentation on BlackBerry Read More

May 24, 2018 Data, the “New Oil”, Hits an Oil Slick Read More

May 19, 2018 Media/Telecom: Usual Suspects Still Hated… But CHTR Now a Special Guest Read More

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

April 6, 2018 Majesco: Insurance Software Provider in “Game-Changing” IBM/MetLife Deal Read More

April 6, 2018 CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses Read More

March 17, 2018 Volatility: Fear Thou Not Read More

March 16, 2018 Update on Marchex Read More

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

March 6, 2018 Three Ways to Win Read More

February 28, 2018 Proshares Short High Yield ETF: Contrarian Investment with Asymmetric Risk-Reward Read More

February 15, 2018 Portfolio Commentary Read More

February 14, 2018 Charlie Munger’s Remarks at Daily Journal Annual Meeting in 2018 Read More

February 14, 2018 Highlighted Tweet by SavneetS Read More

January 13, 2018 Cass Information Systems: Quality Business with Float and Optionality Read More

January 13, 2018 Franklin Covey and School Specialty: Two Underappreciated Small-Cap Ideas Read More

January 13, 2018 Infinite Computer Solutions: Founder-Led IT Services Provider Outgrowing the Industry Read More

January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More