research

 


Annual Letters


2017 Letter to Partners:


Presentations & Interviews


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



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


Wide Moat 2017: Cision Ltd. warrants ("CISN.WT")


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