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January 13, 2018 Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry Read More

January 13, 2018 Telesites : In-Depth Idea Presentation Read More

January 13, 2018 Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor Read More

January 13, 2018 Haw Par: Undervalued Singapore-Based Family-Controlled Conglomerate Read More

January 11, 2018 Disney: Attractive Entry Point into Long-Term Compounder via FOX Read More

January 11, 2018 First Republic: Retail Franchise with Superior Service for High Net Worth Individuals Read More

January 8, 2018 The Story Behind India’s Valuation Premium Read More

December 17, 2017 Liberty Global: European/Latin American Cable on Sale Read More

December 11, 2017 PNE Wind and Francotyp-Postalia: Misunderstood and Neglected Read More

November 8, 2017 Rights Offerings: The Case of Redknee Solutions Read More

November 4, 2017 Why We Invested in Redknee Solutions Read More

November 4, 2017 Classifying, Cataloguing, Collecting… and the Capital Cycle Read More

October 6, 2017 RIB Software: Three Strategic Steps Reposition Company for Acceleration Read More

October 6, 2017 Arcus: Asset-Light, Cash-Generative Nordic Leader in Wine and Spirits Read More

September 28, 2017 David Pakman on the Changing Landscape in Consumer Products Read More

September 26, 2017 Disrupting the Communications Industry — Implications for Investors Read More

September 6, 2017 Brookfield: Culture a Source of Competitive Advantage Read More

August 24, 2017 Elliot Noss on Business and Investing in a Changing World Read More

August 17, 2017 Finisar: Market Share Leader in Optical Subsystems and Components Read More

July 19, 2017 Adam Schwartz on Intelligent Investing and China Read More