research

 


Annual Letters


2017 Letter to Partners:

 

2018 Letter to Partners: Nintendo Co., Ltd. Analysis (NTDOY, 7974.JP)


Presentations & Interviews


Best Ideas 2017: Hostess Brands, Inc. warrants ("TWNKW")



MOI Wide Moat Investing Issue (July/August '17): Cision Ltd. interview



Best Ideas 2018: Sears Hometown & Outlets ("SHOS")