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Best Ideas 2020
January 8, 2020
Jacquet Metal Service: Owner-Operated Leader with M&A Upside
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January 8, 2020
Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators
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January 7, 2020
What Portfolio Implications Does the Asset-Based Approach Have?
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January 7, 2020
Zooplus: European Leader in Online Pet Food and Accessories Retail
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January 7, 2020
The Most Important Mental Model, or On Being a Fallibilist
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January 7, 2020
Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google
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December 30, 2019
“Outrageous” Profit Margins
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Newer Posts »
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