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April 7, 2022 Aucnet: Cash-Generative Business, Misunderstood Growth Prospects Read More

April 6, 2022 Japan Small Value: Relative Valuations, Opportunity Set, Constraints Read More

April 6, 2022 Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry Read More

April 6, 2022 Alibaba: Deeply Undervalued Due to Overstated China-Related Fears Read More

April 6, 2022 Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile Read More

January 30, 2022 Global Fashion Group: Well-Positioned E-Commerce Player at Discount Read More

January 15, 2022 Rent-A-Center: Transformed Into High-Growth Fintech Platform Read More

January 15, 2022 Fairfax India: Well-Managed, Growing Holding Company at Discount Read More

January 15, 2022 Dignity: Turning Around Under New Leadership, with Catalyst Read More

January 14, 2022 P10: Premier Private Markets Asset Manager Focused on Middle Market Read More

January 13, 2022 Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth Read More

January 13, 2022 Nielsen: Well-Positioned After Sale of Consumer Products Business Read More

January 12, 2022 Discovery: Warner Deal and Strong FCF Underappreciated by Market Read More

January 7, 2022 The Barrier to Entry to Finding Great Investments Read More

January 5, 2022 Value-Oriented Investing in the Sustainability Revolution Read More

January 3, 2022 Small- and Mid-Cap Investing in Emerging Markets; China vs. India Read More

December 14, 2021 Bryan Lawrence on the Two Challenges Facing a Fund Manager Read More

December 14, 2021 Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry Read More

October 15, 2021 Lanxess: Specialty Chemicals Leader, With Far More Profitable Future Read More

October 15, 2021 GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO Read More