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August 28, 2020 Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment Read More

July 31, 2020 Join Our First Small Group Virtual Member Meetup Read More

May 29, 2020 The Manual of Ideas – Spring/Summer 2020 Edition Read More

April 19, 2020 Fabio Lopez on Building a Sustainable Investment Business Read More

April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More

April 2, 2020 Chris Swasbrook on Intelligent Investing in Crisis Mode: Opportunities in Quality Businesses Read More

March 27, 2020 Elliot Turner on Intelligent Investing in Crisis Mode: The COVID Response, and Selected Ideas Read More

March 18, 2020 Frank Fischer on Intelligent Investing in Crisis Mode: A German Superinvestor’s Perspective Read More

March 17, 2020 Samuel S. Weber on Intelligent Investing in Crisis Mode: General Thoughts, Value in German Equities Read More

February 14, 2020 Impressions from Ideaweek St. Moritz 2020 Read More

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 11, 2020 Coca-Cola Hellenic Bottling: Multiple Ways to Win Read More

January 7, 2020 Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google Read More

November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More

October 4, 2019 Bigben Interactive: Increasing Presence in Video Game Publishing Read More

October 3, 2019 IWG: Owner of Original Shared/Temporary Office Company, Regus Read More

September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More

August 1, 2019 Value Investing Amid Low and Incomprehensibly Low Interest Rates Read More

July 22, 2019 Value Investors – Avoiding Mining at All Costs, But Why? Read More

June 28, 2019 Credit Suisse, Intesa: European Banks at Attractive Valuations Read More