2025

Q1 2025

2024

YE 2024

2024 LP Meeting

H1 2024

Value Investing In A Quant Driven World

The Business Brew Podcast

Q1 2024

2023

YE 2023

Q3 2023

H1 2023

Top Idea: LFCR

Graham & Doddsville

Q1 2023: LFCR

2022

YE 2022

2022 LP Meeting

H1 2022

Q1 2022

Sunday Idea Brunch

HMHC Tender Offer

2021

YE 2021

Value Investor Insight 10/21

Value X Vail 2021

H1 2021

Q1 2021

VII - $FREE

2017

YE 2017

Q3 2017

H1 2017

Value X Vail 2017

SA Pro Interview

2020

YE 2020

The Acquirers Podcast

Q3 2020

H1 2020

Q1 2020

Covid Interim

MOI Best Ideas

2016

YE 2016

Q2 2016

Value X Vail 2016

Q1 2016

2019

YE 2019

LP Meeting

H1 2019

Value X Vail 2019

Q1 2019

MOI Best Ideas

2018

YE 2018

Q3 2018

H1 2018

Value X Vail 2018

Q1 2018

MOI Best Ideas