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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

January 9, 2020 Cars.com: Leading Online Car Listing Site at Depressed Valuation Read More

January 8, 2020 CPL: Owner-Operated Steady Grower in Workforce Services Read More

November 22, 2019 News vs. Noise Read More

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

November 10, 2019 Prudential plc: Quality Businesses Exposed to Positive Demographics (TRANSCRIPT NOW AVAILABLE) Read More

October 10, 2019 The Third-Generation Curse: Impatience vs. Patrimony-Building Read More

September 9, 2019 Position Sizing: Why Conviction Matters Read More

August 2, 2019 François Rochon: The Art of Investing — Going Beyond the Numbers Read More

August 1, 2019 Josh Wolfe on Leading-Edge Venture Investing with a Value Mindset Read More