Bill Martin shares Ingredients for a Winning Investment, Research Process, Activist Campaigns, and Interesting Ideas
A Masterclass in Tech Investing
Finding value in untraditional places
Compounding Capital with Concentrated Special Situations Investing
Dan Roller on being an unconventional fund manager, buy and build compounders, and his top three ideas
Ben Claremon on culture, interviewing great CEOs, and his favorite small caps
Adam Wilk on concentrated small cap investing and his top two ideas
A masterclass in off-the-beaten-path investing
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Sunday's Idea Brunch