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Commentary
August 12, 2018
A Quick Survey of Some of Our Top Holdings
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August 4, 2018
Market Overview: High Valuations Reflect High Expectations
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July 31, 2018
Macro Commentary: The More Things Change…
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July 5, 2018
The Roles of Skill and Chance
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July 3, 2018
What Is An Investment Process?
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June 28, 2018
Value Investing 3.0: Thoughts on the Evolution of Intelligent Investing
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June 27, 2018
Case Studies: The Power of a Low-Cost Advantage
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June 2, 2018
Infinite Horizon, Finite Assets
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May 24, 2018
A Tougher Game, and Perhaps Even a New Game
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May 24, 2018
Data, the “New Oil”, Hits an Oil Slick
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May 21, 2018
How to Lose Money: Top Five Mistakes of a Value Investor
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May 18, 2018
Deserving Success
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April 28, 2018
Resisting the Macro Urge
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April 27, 2018
Market Volatility and Taleb’s Black Swan
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April 12, 2018
The Evolution of Value Investing Since Graham-Newman
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March 26, 2018
The Impact of Technological Change on the Firm Boundary
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March 23, 2018
The Underappreciated Value of a Long-Term Orientation
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March 22, 2018
The Two Things We Look for in a Management Team
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March 1, 2018
An Investor’s Approach to ESG
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November 20, 2017
Digging Beyond Profit Margins
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