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Diary
September 25, 2018
European Investing Summit 2018 Preview: Imperial Brands
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September 21, 2018
How Ingraining Books into Research Leads to Non-Consensus Views
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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 12, 2018
The Case for Thematic Value Investing
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September 12, 2018
Sebastien Lemonnier to Share Investment Thesis on Dermapharm
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August 31, 2018
Highlighting Cerner
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August 17, 2018
Tim McElvaine Sums Up His Investment Thesis on GE
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August 6, 2018
The Power of Low Costs
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July 27, 2018
Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate
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July 27, 2018
Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels
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July 25, 2018
Investment Update on the Airline Industry
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June 27, 2018
Allergan: Inelastic Demand, Growing Botox and Medical Aesthetics Franchises
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June 27, 2018
Starbucks: International Growth Opportunity Remains Intact
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June 27, 2018
The Walt Disney Company: Streaming Service to Widen Moat
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June 27, 2018
Case Studies: The Power of a Low-Cost Advantage
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