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The Manual of Ideas
July 6, 2017
Cision: Cloud Business with Durable Competitive Advantage
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July 5, 2017
Lanxess: Transforming into Specialty Chemicals Powerhouse
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July 5, 2017
Bank of New York Mellon: Largest Player in Sticky Custody Business
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July 5, 2017
Howard Hughes Corp.: High-Quality Land Developer with Organic Growth
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July 3, 2017
Tencent Holdings: One of the Most Powerful Network Effects via WeChat
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July 3, 2017
PICO Holdings: Water Assets at Sharp Discount to Book and Intrinsic Value
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July 2, 2017
Twitter: Important Strategic Asset with Untapped Earnings Potential
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June 30, 2017
EVINE Live: Clear Path to Improving Profitability, Capex to Decline
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June 30, 2017
Ed Wachenheim on Common Stocks and Common Sense
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June 28, 2017
AmerisourceBergen: Logistics Moat with Best-in-Class Cash Conversion
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June 27, 2017
Ashmore Group: Culturally Strong, Owner-Operated Asset Manager
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June 27, 2017
Jeremy Deal on the Structural Advantages of a Small Investment Fund
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June 27, 2017
Scott Miller on Investing “Off the Beaten Path”
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June 27, 2017
Iván Martín on Having a Contrarian Investment Philosophy
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June 27, 2017
Oliver Marti on Intelligent Investing in the Healthcare Sector
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June 27, 2017
Samir Patel: Stop Caring About Bad Share Repurchases
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June 18, 2017
The Process of Intelligent Investing
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May 21, 2017
Amit Wadhwaney on the Techniques of Global Investing
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May 17, 2017
Matthew Fine on Global Value Investing
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May 17, 2017
Q&A on Intelligent Investing in Asia
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