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Equities
April 16, 2021
Vinati Organics: Niche Global Leader in Selected Specialty Chemicals
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April 15, 2021
Praj Industries: Technology and Capital Equipment Leader
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April 15, 2021
Zydus Wellness: Transformed via Acquisition of Heinz India’s Portfolio
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April 15, 2021
ISGEC: Global Manufacturing, Engineering, and Construction Player
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April 15, 2021
Kaveri Seed: Owner-Operated Company With Growth Opportunities
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April 14, 2021
REA Group: Leading Australasian Real Estate Listings Platform
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April 14, 2021
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 14, 2021
Max Hu’s Annual China Macro Update + Unity Software Thesis
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April 14, 2021
Sid Choraria Shares His Insights Into Value Investing in Asia
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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April 13, 2021
Shriram City Union: Competitively Advantaged Finance Company
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April 13, 2021
Ep. 36: The Art of Short Selling | A Survey of Market Tail Risks
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April 12, 2021
Public Equities in Southeast Asia: An Overlooked Asset Class
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April 10, 2021
Rajeev Agrawal on Key Lessons Learned Over the Past Year
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April 10, 2021
Special: Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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April 6, 2021
Special Episode: Evan Tindell — From Poker Player to Portfolio Manager
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April 1, 2021
Marc Rubinstein on Online Brokers: From ETrade to eToro
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March 31, 2021
Ep. 35: Collecting as a Framework | The Unit Economics of a Business
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