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sum of the parts
April 11, 2019
JM Financial: Integrated Financial Services Group in India
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February 28, 2019
Orca Exploration: Graham-Style Deep Value Bargain
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January 16, 2019
Burford Capital: Leader in Nascent Litigation Financing Asset Class
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January 16, 2019
PayPal and Roku: Improving Unit Economics in Large Markets
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January 10, 2019
Jefferies and Permanent TSB: Two Financials Far Below Fair Value
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January 9, 2019
Best Ideas 2019 Preview: Enzo Biochem
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December 3, 2018
The Value Investment Case for Enzo Biochem
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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September 20, 2018
Rosetta Stone: Lexia Intrinsic Value Strong and Growing
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September 5, 2018
Leaf Group: Improving Fundamentals and Below-Peer Valuation
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July 27, 2018
Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels
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July 21, 2018
Peter Kennan on Deep Value Investing and Activism in Asia
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June 29, 2018
Turning Point Brands: Leader in Other Tobacco Products Market at Discount
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May 24, 2018
Data, the “New Oil”, Hits an Oil Slick
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April 30, 2018
Why We Invested in Dundee Corp.
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April 16, 2018
Leaf Group: Undervalued Online Digital Media Company
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April 12, 2018
Rosetta Stone: Transforming to a Far More Valuable Business Model
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April 5, 2018
James Morton Shares Value Investing Ideas in Indonesia
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April 5, 2018
Max Ventures and Industries: Post-Demerger Sum-of-the-Parts Bargains
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March 19, 2018
EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO
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