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Ideas
July 2, 2020
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
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July 2, 2020
Rimini: Well-Suited to Gain Share in Application Management Services
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July 2, 2020
ViacomCBS: Streaming Success Could Change Negative Perception
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July 2, 2020
Exponent: Leveraging Historic Relationships to Drive Organic Growth
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July 1, 2020
Herman-Miller: US Office Furniture Leader at Discount to Fair Value
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May 21, 2020
Bakkafrost: Owner-Operated Salmon Producer With Durable Moat
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May 9, 2020
Surveying Our Favorite Investment Ideas Amid COVID-19
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April 23, 2020
ZAGG: Multiple Ways to Win Following Recent Stock Price Drop
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April 21, 2020
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
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April 19, 2020
Adam H. Schwartz on Intelligent Investing in China
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April 10, 2020
Sid Choraria on Value Investing in Asia: Insights and Ideas
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April 10, 2020
Jiangsu Yanghe Brewery: Third-Largest Baijiu (Spirits) Company in China
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April 10, 2020
Mercuria and Dream Incubator: Investment Firms at Discount
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April 10, 2020
Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense
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April 10, 2020
Phoenix Mills: Owner-Operated, Large Retail-Led Mixed-Use Developer
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April 10, 2020
Titan Company: India’s Leading Producer of Jewelry and Watches
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April 10, 2020
Alexander Kinmont on Value Investing Opportunities in Japan
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April 10, 2020
KB Kee Presents Value Investing Ideas in China, Australia, and New Zealand
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April 10, 2020
Bajaj Holdings: Indian Holding Company at Steep Discount to NAV
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April 10, 2020
Shalby Hospitals: Owner-Operated, Growing, Efficient Hospital Chain
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