Sectors – Latticework, hosted by MOI Global

March 5, 2017 Searching for Compounding Machines Among Financials in India Read More

January 20, 2017 Update on Puerto Rico (AGO and AMBC) Read More

January 19, 2017 Update on Community Banks and Wells Fargo Read More

October 11, 2016 Cyclical Businesses versus Franchise Businesses: The Case for Cyclicals, with Rahul Saraogi Read More

July 11, 2016 A More Favourable Context to the European Banking Sector Read More

March 21, 2016 Volt Information Sciences: Laden with Catalysts Read More

March 15, 2016 Why We Took a Position in Micro-Cap Stock RMG Networks Read More

March 10, 2016 Fairchild Semiconductor: Ignored and Unloved Cash Flow/Buyback Story Read More

February 25, 2016 CUI Global: A Below-the-Radar Investment Read More

February 25, 2016 Western Digital: SanDisk Merger to Drive Long-Term Value Read More