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Equities
December 18, 2020
Replay Our 2nd Small Group Virtual Member Meetup
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December 15, 2020
Marc Rubinstein on Reinventing Goldman Sachs
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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December 10, 2020
Ep. 21: #Neversell | Subscription Models | Financial Services Disruption
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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December 8, 2020
Marc Rubinstein on S&P Global and the Business of Benchmarking
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December 8, 2020
Ep. 20: Lessons from the 1930s | Slow Hunches in Business and Investing
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December 5, 2020
Desai Capital Management: Value Drivers vs. Value Traps
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December 2, 2020
Ram Parameswaran on Tech: A Few Things We Learned in Q3 2020
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November 28, 2020
Ep. 19: Questions for CEOs | Industry Research | Overconfidence
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November 24, 2020
Crossroads Capital Letter: Our Own Link to the Past
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November 24, 2020
Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company
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November 23, 2020
Conversation with Christian Billinger: In Defence of Cognitive Biases
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November 14, 2020
Ep. 17: Idea Generation | Berkshire’s Q3 | Bond-Style Equity Analysis
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 7, 2020
Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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November 3, 2020
Ep. 15: Dividend Policy | Forecasting Surprises and Disasters
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