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Transcripts
October 11, 2018
John Wood: Oil & Gas Engineering Leader with Strong Management
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October 11, 2018
Landi Renzo: New CEO Leads Emergence from Long Downtrend
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October 11, 2018
Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang
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September 28, 2018
Francisco Garcia Parames on Investing for the Long Term
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September 28, 2018
Gillian Zoe Segal Shares Takeaways from Her Book, Getting There
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September 28, 2018
Shreekkanth Viswanathan on Investing in Financials
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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 15, 2018
Ed Wachenheim on Investing with a Contrarian Mindset
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September 15, 2018
Howard Marks on Mastering the Market Cycle
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September 15, 2018
Will Thorndike on Compounder Businesses Led by Outsider CEOs
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September 15, 2018
Dave Sather, Sean Stannard-Stockton, and Felix Narhi on Compounders
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September 15, 2018
Murray Stahl Discusses His Investment Philosophy
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September 15, 2018
Tom Russo on the Evolution of Quality Investing
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September 14, 2018
Artem Fokin on Platform Companies and His Path as an Investor
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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 13, 2018
Daniel Gladis on His Investment Philosophy and Path in Investing
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