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September 9, 2017 No Fear of Missing Out Read More

September 9, 2017 A Thesis on the U.S. Airline Industry Read More

September 8, 2017 Don Yacktman Articulates Value Investment Philosophy Read More

September 7, 2017 Heineken: Family Control Provides “Capacity to Suffer” Read More

September 7, 2017 Zooplus: Disruptive, Winner-Take-All Business Model Read More

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

August 27, 2017 James Ferguson on GEM’s Approach to Selecting and Monitoring Managers Read More

August 26, 2017 What Has Changed in (Value) Investing Read More

August 23, 2017 Indices and Index Investing Read More

August 22, 2017 Point-in-Time Case Study: Jumbo Interactive Read More

August 17, 2017 Copper Mining: Articulating a Contrarian Thesis Read More

July 20, 2017 On Quality Read More

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

July 18, 2017 Mattersight: Recurring Revenue and Valuable Proprietary Dataset Read More

July 17, 2017 Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality Read More

July 14, 2017 Ted Seides Offers Little Real Explanation for Losing Out to Buffett Read More

July 7, 2017 Versum Materials: Leadership Position in Semiconductor Materials Read More

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

July 3, 2017 PICO Holdings: Water Assets at Sharp Discount to Book and Intrinsic Value Read More

July 2, 2017 Twitter: Important Strategic Asset with Untapped Earnings Potential Read More