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January 12, 2019 Paratek Pharma Convert: Well-Covered by Asset Value, with Upside Read More

January 12, 2019 AIG: Out of Favor Despite Solid Business and Derisked Balance Sheet Read More

January 11, 2019 Sensata: Highly Cash-Generative Automotive Sensor Leader Read More

January 10, 2019 Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price Read More

January 9, 2019 Brandon Osborn on Concentrated Patience — an Entrepreneur’s Perspective Read More

January 8, 2019 David Barr on Value Investing and the Business of Investing Read More

January 8, 2019 Best Ideas 2019 Preview: Despegar Read More

December 29, 2018 Process Improvement via Factor Awareness Read More

December 17, 2018 Favoring Recession-Resistant Equities and Cash Read More

December 11, 2018 Asset-Based Investing in an Earnings-Focused World Read More

November 27, 2018 Glenn Surowiec on Controlling Emotions and Temptation Read More

November 27, 2018 Saahill Desai on the Investment Approach of a Family Office Read More

November 27, 2018 David Marcus on Great Owner-Operated Businesses in Europe Read More

November 19, 2018 Radisson Hospitality: Football, Swedish Laws, and Chinese Tourists Read More

November 16, 2018 Execution > Philosophy Read More

November 5, 2018 Aimia: A Low-Ball Bid, Cash and NOLs, and Capable Capital Allocators Read More

November 5, 2018 James Simons Reflects on a Mathematician’s Career in Finance Read More

November 4, 2018 Hill International: Activists, Forced Selling, and Low-Hanging Fruit Read More

November 4, 2018 EZCorp: Mr. Market Shortsighted in Convert Issuance-related Selloff Read More

October 29, 2018 Tim Yates on Lessons Learned as a Public Company Director Read More