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January 20, 2019 Highlights from Best Ideas 2019 Read More

January 16, 2019 Viper Energy: Royalty Company Growing via CF-Accretive Deals Read More

January 3, 2019 Value Drivers vs. Value Traps Read More

December 26, 2018 Best Ideas 2019 Preview: Viper Energy Read More

October 13, 2018 Akka Technologies: Management Plan for 2022 Ambitious But Achievable Read More

October 13, 2018 Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors Read More

October 12, 2018 Covestro: High-Value Niche Player Misperceived as Commodity Business Read More

October 11, 2018 Taptica: Underfollowed, Profitable Ad Tech Company at Discount Read More

October 11, 2018 Landi Renzo: New CEO Leads Emergence from Long Downtrend Read More

October 11, 2018 Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang Read More

September 25, 2018 Bob Robotti on Contrarian Investing in the Energy Sector Read More

September 15, 2018 Tom Russo on the Evolution of Quality Investing Read More

September 12, 2018 The Case for Thematic Value Investing Read More

September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels Read More

July 26, 2018 United States Lime & Minerals: Well-Positioned, with Strong Returns on Capital Read More

July 25, 2018 Investment Update on the Airline Industry Read More

July 11, 2018 “Entendí que lo que más me divertía era hacer un diagnóstico de las empresas” Read More

July 2, 2018 Highlights from Wide-Moat Investing Summit 2018 Read More

June 19, 2018 Previewing Bunzl: A Family Company in Disguise Read More