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January 16, 2021 Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate Read More

September 10, 2020 Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe Read More

January 7, 2020 First-Lien (Bond-like) Infrastructure Investments Read More

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

July 12, 2019 Chuck Akre on an English Major’s Attempt to Solve the Investment Puzzle Read More

March 24, 2019 Update on Our Holdings in Korea Read More

April 6, 2018 Bharti Infratel: Second-Largest Wireless Tower Company in India Read More

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

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

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

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

July 5, 2017 Howard Hughes Corp.: High-Quality Land Developer with Organic Growth Read More

October 4, 2016 Bolloré, Vivendi: One of The Leading Transport and Logistics in The World Read More

June 16, 2016 Lessons from My Former Profession as a Navy SEAL Read More

June 18, 2013 The Wisdom of Michael Price Read More