Letters to Clients [Subscribe via Email]
2017: Annual Letter | Semi annual letter
2016: Annual letter – 2016
2013: 2013 Q4 | 2013 Q3 | 2013 Q2 | 2013 Q1
2012: 2012 Q4 | 2012 Q3 | 2012 Q2 | 2012 Q1
2011: 2011 Q4 | 2011 Q3 | 2011 Q2
Research reports / Presentations
– These are not recommendations and only for sharing our research.
- Blucora (BCOR) – presented at ValueX Vail 2014
- Motiwala Capital – Investor Meeting March 2014
- Investor meeting – Sept 2013
- Conrad Industries (CNRD) – Feb 2013 (audio presentation and slides)
- Kohls (KSS) – July 2012
- Western Digital (WDC) – June 2011
- Cato Corp (CATO) – May 2011
- GameStop (GME) – March 2010
- Articles published on Gurufocus
Interviews