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

July 3, 2020 Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics Read More

July 3, 2020 Masimo: Improving Patient Outcomes While Reducing System-Wide Costs Read More

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

July 3, 2020 Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader Read More

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

July 3, 2020 Transcontinental: Underappreciated Resiliency and FCF Generation Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

July 2, 2020 ViacomCBS: Streaming Success Could Change Negative Perception Read More

July 2, 2020 Exponent: Leveraging Historic Relationships to Drive Organic Growth Read More

June 20, 2020 Patrick Collison on the Restructuring of the Financial Services Landscape Read More

May 9, 2020 Guarded Optimism, Sobering Reality, and Adapting Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More

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

April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More

April 9, 2020 KRBL: Owner-Operated Basmati Rice Leader with Strong Economics Read More

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

March 28, 2020 Naveen Jeereddi on Intelligent Investing in Crisis Mode: Value Opportunities in Hard-Hit Sectors Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 23, 2020 David Barr on Intelligent Investing in Crisis Mode: Four Potential Investment Strategies Read More