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Wide-Moat Investing Summit
June 26, 2019
Wide-Moat Investing Summit Preview: Technogym — (Body-)Building a Moat
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June 22, 2019
Take-Two Interactive Software: Premium IP, Discount Valuation
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June 21, 2019
Intelligent Investing: Wide-Moat Investing in Asian Equities
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June 20, 2019
The Market Environment, and Tilting the Odds in Our Favor
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June 18, 2019
On GARRP: Risk- and Quality-Adjusted Growth at a Reasonable Price
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June 17, 2019
A Brief History of the Supermarket Business
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June 7, 2019
Why I Prefer Compounders Over Short-Term Re-Raters
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September 25, 2018
Par Pacific: Energy and Infrastructure Firm with Attractive Assets
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September 25, 2018
Ashford: Wide-Moat Hospitality Services Business
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September 24, 2018
Three Case Studies in Wide-Moat Investing, Thesis on Almacenes Exito
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September 14, 2018
Transcontinental: Key Supplier of Flexible Packaging in North America
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September 14, 2018
Formula One: Liberty-Supported Management Reinvesting in Brand
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September 14, 2018
Landstar System: Third-Party Logistics Leader in Trucking
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September 7, 2018
Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT
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September 1, 2018
Transocean: World Dominator of Offshore Drilling
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September 1, 2018
Bunzl: Customer-Obsessed Business with Strong Corporate Culture
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August 20, 2018
Facebook: Growth to Exceed Expectations for Years to Come
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August 20, 2018
Moats: Measuring, Exploitations and Challenges, Quality vs. Price
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August 20, 2018
TripAdvisor: Strong Network Effect with Monetization Opportunities
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August 20, 2018
BofI: Compounding Machine in Form of Branchless Pure-Play Internet Bank
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