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Global
April 10, 2020
Titan Company: India’s Leading Producer of Jewelry and Watches
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April 10, 2020
Alexander Kinmont on Value Investing Opportunities in Japan
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April 10, 2020
KB Kee Presents Value Investing Ideas in China, Australia, and New Zealand
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April 10, 2020
Bajaj Holdings: Indian Holding Company at Steep Discount to NAV
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April 10, 2020
Shalby Hospitals: Owner-Operated, Growing, Efficient Hospital Chain
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April 10, 2020
Nesco: Attractive Real Estate Asset in Mumbai, with Growth Plans
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April 10, 2020
CONCOR: Dominant, Growing Container Train Operator in India
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April 9, 2020
GMO Internet: Downside Protection, Plus Bitcoin Optionality
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April 9, 2020
Polycab: Market Leader in Wires & Cables, with Optionality
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April 9, 2020
Isaac Schwartz Shares Perspectives on Value Investing in Asia
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April 9, 2020
ITC: India-Based Tobacco Company and Consumer Brand Factory
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April 9, 2020
Prudential: Well-Run Pan-Asia Insurer at Discount to Liquidation Value
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April 9, 2020
Redington: Indian IT Products Distributor at Depressed Valuation
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April 9, 2020
Indian Energy Exchange: Defensible Moat, Superior Business Economics
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April 9, 2020
Indian Energy Exchange: Dominant Power Trading Platform
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April 9, 2020
Emeco: Lowly Valued Australian Leader in Mining Equipment Rental
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April 9, 2020
KRBL: Owner-Operated Basmati Rice Leader with Strong Economics
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April 8, 2020
James Morton Shares Value Investing Ideas in Volatile Asian Markets
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April 8, 2020
Haier Electronics: Consumer Durables Leader, with Net Cash Balance Sheet
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April 8, 2020
Mahindra Logistics: Asset-Light Third-Party Logistics Provider in India
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