Global Value Strategy
Letters
Q4 2018: Investor Uncertainty Leads to Spike in Volatility
Q2 2018: Sberbank Update and Healthcare Acquisitions
Q4 2017: Joban Kaihatsu Co Ltd
Q1 2017: Updates on EZPW and Subprime Auto Lenders
Q4 2016: Looking Forward Towards 2017
Q3 2016: Our View on Tyson Foods
Q2 2016: Updates on EZPW and ESRX
Q3 2015: Star Gas Partners Investment Thesis
Q2 2015: Small-Cap Investing and Illiquidity
Q1 2015: Hindsight Bias in Investing
Investment Thesis on Express Scripts
Factsheets