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Category Archive
October 17, 2023
Petershill Partners: Attractive Portfolio of General Partner Interests
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October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
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October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
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October 17, 2023
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
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October 6, 2023
Economic Historian Brad DeLong on His Book, Slouching Towards Utopia
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October 6, 2023
Lawrence Cunningham on His Book, The Essays of Warren Buffett
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October 4, 2023
Gwen Hofmeyr on Her Book, The Halfwit Crustacean
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October 4, 2023
Airlines: A Smooth Takeoff, But Turbulence to Follow
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September 28, 2023
Roshan Padamadan’s Musings on Crossover Investing
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September 27, 2023
Europe’s Higher Profitability Among Firms Trading at Deep Discounts
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September 27, 2023
The Importance of Low-Cost Energy
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September 26, 2023
Dede Eyesan on His Research Report, Global Outperformers
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September 26, 2023
J.Dennis Jean-Jacques on Investing in Dislocations
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September 25, 2023
Brooks CEO Jim Weber on His Book, Running With Purpose
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September 8, 2023
What Higher Rates Mean for Housing and Mortgage Markets
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August 7, 2023
Aswath Damodaran on His Book, Investment Philosophies
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July 24, 2023
Fund Manager Jeevan Patwa on the Chemicals Sector in India
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June 25, 2023
KKR: Earning Power Growth Not Accurately Reflected in Recent EV
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June 25, 2023
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
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June 25, 2023
Keurig Dr Pepper: Misperceptions About Growth of Coffee Business
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