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Best Ideas Conference
January 13, 2021
U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends
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January 13, 2021
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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January 13, 2021
Christian Billinger on Investing in Clusters of High-Quality Businesses
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January 13, 2021
Vifor Pharma: Attractively Valued Specialty Pharma Company
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January 13, 2021
Walgreens Boots Alliance: High-Quality Business at High FCF Yield
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January 12, 2021
Three Clusters For Quality Investing: Elevators, TIC, Aircraft Engines
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January 11, 2021
Rudi van Niekerk on Temperament, Focus, and Habits in Investing
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January 6, 2021
A Cheat Sheet on Holding Companies for Value Investors
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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January 5, 2021
Introducing the ZIPSS: Zillow, IAC, PAR Technology, Stitch Fix, Square
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January 5, 2021
The Unique Ingredient of Haidilao’s Success: Love
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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January 5, 2021
On Successful Investing: Start with the Simple Question, “Why?”
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January 3, 2021
Three Stages of My Evolution as an Investor
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January 2, 2021
A Snapshot of Our Investment Philosophy
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January 2, 2021
Reiterating Robotti & Company’s Value-Based Approach to Investing
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January 2, 2021
Small Cap Value Investing: Why Bother?
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December 21, 2020
Overview of UnitedHealth: Broadest, Highest-Quality Network in the U.S.
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December 20, 2020
Complexity vs. Simplicity: Surprising Implications for Investors
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