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Wide Moat
May 21, 2020
Bakkafrost: Owner-Operated Salmon Producer With Durable Moat
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February 21, 2020
SurveyMonkey: Freemium Business Model With Widening Moat
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October 30, 2019
Some Thoughts on Downside Protection in Investing
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September 19, 2019
Sean Stannard-Stockton on Capitalism Without Capital
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August 2, 2019
François Rochon: The Art of Investing — Going Beyond the Numbers
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July 19, 2019
David Rolfe on Investing in Growing, Wide-Moat Companies
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July 16, 2019
Ensemble Capital’s Updated Investment Thesis on Alphabet
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July 12, 2019
Chuck Akre on an English Major’s Attempt to Solve the Investment Puzzle
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July 7, 2019
Highlights from Wide-Moat Investing Summit 2019
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July 6, 2019
Moat Erosion Starts Behind the Castle Walls
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June 29, 2019
Pigeon, Netease, Moutai: Three Wide-Moat Companies in Asia
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June 28, 2019
Grubhub: Real-Time Case Study of the Post-Hype Sleeper Setup
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June 28, 2019
Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity
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June 28, 2019
Adecoagro: Low-Cost Agri Company with Synergistic Ecosystem
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June 28, 2019
Humansoft: Kuwait-Based Education Leader and Steady Grower
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June 28, 2019
Mohawk Industries: Flooring Leader with Best-in-Class Management
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June 28, 2019
Credit Suisse, Intesa: European Banks at Attractive Valuations
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June 28, 2019
Kakaku.com: Well-Managed Website Operator in Japan
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June 28, 2019
Take-Two: Moaty Video Game Publisher with Excellent Management
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June 28, 2019
KKR: Lowly Valued Buyout Pioneer with Rock-Solid Balance Sheet
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