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June 29, 2018 China Mobile: World’s Largest Telecom Provider, with 1+ Billion Users Read More

June 29, 2018 Spirit MTA REIT: Classic So-Called Bad Bank, Spun from Spirit Realty Read More

June 29, 2018 Golar LNG: Owns Assets Crucial to Filling Gaps in Natural Gas Supply Chain Read More

June 28, 2018 Maui Land & Pineapple: Under-the-Radar Land Bank with Catalysts Read More

June 27, 2018 Charter: Fears of Slowdown in Core Broadband Business Overblown Read More

June 1, 2018 MMA Offshore: Recapitalized Operator of Offshore Supply Vessels Read More

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

May 14, 2018 Apple: From Classic Ben Graham Deep Value Idea to Buffett-Style Compounder Read More

April 28, 2018 Resisting the Macro Urge Read More

April 25, 2018 “Debes conocer y estar completamente de acuerdo con tus propias limitaciones” Read More

April 5, 2018 Reliance: Digital Tech Subsidiary, Jio, Underappreciated by Investors Read More

April 5, 2018 Teamlease: Well-Managed Staffing Company with Long Growth Runway Read More

March 19, 2018 EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO Read More

March 11, 2018 Orca Exploration: Gas Producer with Strong Management and Catalyst Read More

March 4, 2018 The Great Minds of Investing, with Author William Green Read More

March 3, 2018 B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator Read More

March 2, 2018 Darwin’s Power and Porter’s Missing Force – A Framework for Global Returns Read More

February 27, 2018 The Opportunity in Indian Government Owned Banks Read More

January 28, 2018 Reimar Scholz on Distressed Equity Investing in Europe Read More

January 13, 2018 FICO: Well-Managed, Misunderstood Cash Cow Business with Growth Platform Read More