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July 1, 2020
Herman-Miller: US Office Furniture Leader at Discount to Fair Value
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June 28, 2020
Stanley Druckenmiller on the Investment Landscape Amid COVID
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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June 28, 2020
Jack Dorsey on the Future of Work, Technology, Small Business, and More
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June 20, 2020
Hamilton Helmer on 7 Powers: The Foundations of Business Strategy
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May 21, 2020
Bakkafrost: Owner-Operated Salmon Producer With Durable Moat
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May 3, 2020
Berkshire Hathaway Annual Meeting 2020
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February 21, 2020
SurveyMonkey: Freemium Business Model With Widening Moat
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February 17, 2020
Wonderful Sky Financial Group: Extraordinary Valuation Anomaly
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January 27, 2020
Intelligent Cloning: The Winter 2020 Edition
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January 6, 2020
Best Ideas 2020 Preview: Dundee Corporation
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November 30, 2019
China Investing Trip: Sean Stannard-Stockton’s Takeaways
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November 30, 2019
China Investing Trip: Felix Narhi’s Takeaways
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November 1, 2019
Not Your Father’s Developed Markets Buyout Environment
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October 30, 2019
Some Thoughts on Downside Protection in Investing
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October 15, 2019
Intelligent Cloning: Evaluating Allison Transmission
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October 1, 2019
Inconsistency in BMW’s Financial Indicators
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September 19, 2019
Sean Stannard-Stockton on Capitalism Without Capital
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September 19, 2019
David Barr on Catalyst-Driven Small-Cap Value Investing
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September 19, 2019
Charles de Vaulx on Value Investing in a Changing World
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