Topics covered: Yield component of commercial real estate, The diabetes care industry, Sustainable competitive advantage, Strong revenue growth, Reinsurance companies, Pawnshop and payday loan operators, Minimizing volatility, Large cash positions, Korean and Chinese American banks, Industry leaders, Experienced management teams, Expanding cash flows, Dynamic portfolio strategies, Companies with a defensible niche, Companies headquartered in China with substantial operations in China, Asset Allocation, Above average growth rates