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Diary
December 14, 2021
Savneet Singh and Scott Miller on Winning in Enterprise Softwaret
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December 14, 2021
Bryan Lawrence on the Two Challenges Facing a Fund Manager
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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December 14, 2021
Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds
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December 14, 2021
Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry
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December 14, 2021
Glenn Surowiec on Value-Oriented Investing on the Right Side of Change
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December 13, 2021
Ho Nam and Rishi Gosalia on a Buffett-Style Venture Philosophy
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 15, 2021
Do & Co: Airline Catering Leader, Likely to Keep Gaining Market Share
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October 15, 2021
GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO
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October 15, 2021
Euronav: Tanker Giant Positioned to Take Advantage of Industry Cycle
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October 15, 2021
MTU: Leading Supplier of Aero-Engine Sub-Systems With Strong Order Book
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October 15, 2021
Just Eat Takeaway.com: Well-Positioned Food Delivery Business
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October 14, 2021
Amrest: Owner-Operated, Growing European Fast Food Operator
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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