Media

Research & Memos

Caesars Entertainment (CZR) Investment Memorandum Read
Austin American Statesman: After Prop Q, Austin’s budget crunch demands ‘margin of safety’ Read
Veon (VEON) Investment Memorandum Read

Podcasts

If It Isn't OBVIOUS... Don't Buy It (Fund Manager Rule) Watch
VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds Watch