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Small Cap
January 15, 2021
Daily Journal: Downside Protection, Underappreciated Tech Upside
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January 15, 2021
Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 2, 2021
Small Cap Value Investing: Why Bother?
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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October 7, 2020
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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July 26, 2020
Ricco Friedrich on Intelligent Investing in South Africa and Beyond
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July 3, 2020
Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader
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July 3, 2020
Transcontinental: Underappreciated Resiliency and FCF Generation
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July 2, 2020
Rimini: Well-Suited to Gain Share in Application Management Services
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July 1, 2020
Herman-Miller: US Office Furniture Leader at Discount to Fair Value
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