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Wide Moat
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
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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June 28, 2019
Technogym: Owner-Operated, Growing Gym Equipment Maker
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June 27, 2019
Facebook: Increasing Role of Commerce Across All Platforms
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June 27, 2019
SS&C: Market Underestimates Growth and Operating Leverage
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June 27, 2019
Keynote Q&A Session with Tom Russo on Wide-Moat Investing
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June 27, 2019
Discovery: Organic Sales Growing Despite Secular Pressures
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June 27, 2019
Texas Pacific Land Trust: Largest Land Owner in Permian Basin
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June 27, 2019
Airport Corporation of Vietnam: Near-Monopoly Operator of Airports
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June 27, 2019
Utah Medical Products: Niche Device Maker with Disciplinary Moat
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June 27, 2019
PSG Group: Family-Operated Investment Holding Firm at Discount
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