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AI Revolution -- Real Deal or FOMO?
March 18, 2024
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2023 Portfolio Update
January 22, 2024
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Aligning Incentives
October 23, 2023
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Update on Silicon Motion -- YAVB Interview
August 9, 2023
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Postmortems Part 2
July 18, 2023
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Postmortems Part 1
April 25, 2023
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2022 Portfolio Update
January 23, 2023
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Kingsgate — MOI Global Best Ideas 2023
January 19, 2023
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Silicon Motion — YAVB Interview
December 13, 2022
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Silicon Motion — The Merger Arbitrage for People Who Don't Like Merger Arbitrage
November 8, 2022
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Twitter Acquisition
October 24, 2022
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SIMO Acquisition
July 27, 2022
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The Pros (and Cons) of an Ultra-Concentrated Portfolio — The Zurich Project (MOI Global)
June 8, 2022
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Kingsgate -- Position Paper
April 11, 2022
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2021 Portfolio Update
January 18, 2022
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Silicon Motion — MOI Global Best Ideas 2022
January 13, 2022
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Pounding the Table on Silicon Motion
October 18, 2021
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Burford Capital -- YPF Litigation Valuation
July 19, 2021
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Burford Capital -- Position Paper
April 26, 2021
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2020 Portfolio Update
January 25, 2021
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Burford Capital — MOI Global Best Ideas 2021
January 18, 2021
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Bubble Investing: The “Downside” and Upside of Value Investing in Frothy Markets
October 19, 2020
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Our Approach to Risk
July 20, 2020
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COVID-19 Update
April 27, 2020
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Now is the Time to Invest -- Letter to Investors -- March 16, 2020
March 16, 2020
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2019 Portfolio Update
January 27, 2020
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Lucara Diamond -- Postmortem
October 10, 2019
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Deep Research
July 10, 2019
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Deep-Value Investing
April 16, 2019
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2018 Portfolio Update
January 20, 2019
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Long Term Investing
October 17, 2018
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Viemed Healthcare -- Position Paper
July 10, 2018
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Idea Generation
April 16, 2018
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Disciplined Selling
January 14, 2018
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Lindblad Expeditions -- Position Paper
October 23, 2017
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Silicon Motion -- Position Paper
July 13, 2017
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Lending Club -- Position Paper
July 22, 2016
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Lucara Diamond -- Position Paper
April 4, 2016
