INTEGER INVESTMENTS

Haier: an arbitrage-like opportunity between Frankfurt and Hong Kong

StoneX: strong upside potential after a great acquisition

Nelnet: an asymmetric risk/reward opportunity

Academic evidence on trading strategies and insider transactions

STORE Capital: buy the superior business model

Axon: great business, too expensive

Is China overtaking the US sooner than expected?

Companies we are buying: WIX

How SMEs Can Effectively Manage Cash Flow in a Period of Crisis

What stocks to buy in this market

What does Warren Buffett think about the current market?

Market update: From bad to worse

Letter to investors

A Balance Sheet Analysis of the Major Australian Banks (ANZ, CBA, NAB, WBC)

Berkshire letter: A summary and a few comments

Is Kimberly-Clark Corporation anything more than an income stock?

Disney: Earnings Expectations

Alphabet's Earnings: High Profitability Even As Key Metrics Worsen

What To Expect From Alphabet's Upcoming Earnings

Microsoft Earnings Expectations