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Best Ideas Conference
December 20, 2020
Why We Seek the Company of Long-Term Compounders
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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December 19, 2020
Rational Investment Methodology: Fishing in a Desert
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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December 5, 2020
Desai Capital Management: Value Drivers vs. Value Traps
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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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January 11, 2020
Concrete Pumping: Owner-Operated Firm With Strong Unit Economics
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January 11, 2020
GigaMedia, Trilogiq, Charle: Three Net Current Asset Value Bargains
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January 11, 2020
Macro Enterprises: Owner-Operated Pipeline Construction Firm
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January 11, 2020
Rosetta Stone: Value Realization Possible Due to Potential Sale
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January 11, 2020
Contingent Value Rights: Investment Tutorial, and Celgene Thesis
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January 11, 2020
Terravest Industries: Rollup Done the Right Way, Aligned Management
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January 11, 2020
Stelco, Clarke: Two Canadian Small-Caps at Discount
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January 11, 2020
Diamond S Shipping: Recently Formed, With Highly Capable CEO
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