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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


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