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Equities
February 8, 2020
TripAdvisor: Escalating Challenges in Core Meta Business
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February 3, 2020
With Markets at Major Inflection Point, Here Is How We Invest
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February 2, 2020
WANdisco: Recurring Revenue Growth Underappreciated by Mr. Market
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February 1, 2020
Winter 2020 Investment and Market Update of Ensemble Capital
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January 31, 2020
Good to Great: Sticking to a Few Simple Investment Principles
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January 30, 2020
Case Study: The Lifecycle of Our Investment in Lawson Products
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January 29, 2020
Our Portfolio: Value Investing in Software
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January 27, 2020
Intelligent Cloning: The Winter 2020 Edition
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January 24, 2020
Default to Optimism: Our Investment Outlook in a Complex World
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January 23, 2020
Value Investing in Japan: Our View on Engagement
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January 22, 2020
Surveying the SVN Capital Portfolio
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January 21, 2020
On Discipline and Having a Long-Term Time Horizon
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January 20, 2020
Grinnell College, Joe Rosenfield, and Investment Performance
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January 11, 2020
Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne
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January 11, 2020
Domino’s Pizza Group: Operational Improvement to Drive Rerating
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January 11, 2020
Alimentation Couche-Tard: Compounder with Favorable Growth Outlook
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January 11, 2020
Restoration Hardware: Pivoting Toward Luxury Brand Status
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January 11, 2020
Avid: Leading Audio/Video Editing Software Supplier to Professionals
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January 11, 2020
Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet
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January 11, 2020
Info Edge: Online Platform with Startup Investment Optionality
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