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January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 17, 2021 Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically Read More

January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More

January 15, 2021 KVH Industries: Niche Market Leader With Incremental Growth Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

January 2, 2021 Reiterating Robotti & Company’s Value-Based Approach to Investing Read More

July 26, 2020 Lawrence A. Cunningham on His Book, Dear Shareholder Read More

July 8, 2020 Four Unpopular Opinions of Tollymore Investment Partners Read More

July 3, 2020 Interactive Brokers: Automated, Low-Cost, High-Margin Business Read More

July 3, 2020 OTIS: Recently Spun Off Elevator Leader with High ROIC Read More

April 10, 2020 Jiangsu Yanghe Brewery: Third-Largest Baijiu (Spirits) Company in China Read More

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

April 4, 2020 Tom Russo on Investing in Crisis: The Day the Dow Dropped 3,000 Points Read More

March 13, 2020 After Fastest Selloff in History, Where Do We Go From Here? Read More

March 11, 2020 In Search of Calm Read More

March 11, 2020 The Point and Challenge of Being Prepared Read More

March 10, 2020 Dealing with Uncertainty Read More

February 21, 2020 SurveyMonkey: Freemium Business Model With Widening Moat Read More

January 21, 2020 On Discipline and Having a Long-Term Time Horizon Read More

January 11, 2020 Contingent Value Rights: Investment Tutorial, and Celgene Thesis Read More