Guest Post
Deconstructing Quality, Part II
Proxy Monitor 2017 – Finding: Climate Change Proposals Break Through
Protege Partners Makes Another Wager
Key Challenges Facing Illinois' Municipal Bonds
How To Find Your Best Investment Strategy – Not The One You Expect
Mohnish Pabrai – How To Calculate Intrinsic Value
VC Investors Go Activists In Uber; Amazon's Acquisition Of Whole Foods
Howard Marks Says You Can Invest In The Worst Companies In America And Have A Good Experience
Capital Destruction: Drawdowns vs Downside Deviations
Jana Partners Benefits From Whole Foods Sale
The Manager's Most Important Thing: Widening The Moat
Jim Chanos Talks Tesla And Kidney Dialysis
Spruce Point Capital – Caesarstone Ltd (CSTE) – Nothing On The Counter
Markel Corporation (MKL) – Brief Overview [Slides]
NIRI 2017 Annual Conference Highlights
Normalizing The Activist In The American Boardroom
The Value Proposition Of Sell-Side Due Diligence in M&A
Oaktree Long Thesis From Elevation Capital
