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Letters
July 8, 2020
Four Unpopular Opinions of Tollymore Investment Partners
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July 8, 2020
The Dam Has Broken
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May 9, 2020
Surveying Our Favorite Investment Ideas Amid COVID-19
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May 9, 2020
Guarded Optimism, Sobering Reality, and Adapting
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April 28, 2020
ESG: The Latest Incarnation of Marketing-Led Investment Strategies
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April 21, 2020
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
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March 14, 2020
PSG: Well-Managed South African Investment Holding Company
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March 13, 2020
After Fastest Selloff in History, Where Do We Go From Here?
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March 13, 2020
Portfolio Update: Starting to Put Elevated Cash Balances to Work
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March 11, 2020
In Search of Calm
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March 11, 2020
The Point and Challenge of Being Prepared
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March 10, 2020
Dealing with Uncertainty
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March 10, 2020
March 2020 Commentary of RGA Investment Advisors
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March 10, 2020
South Africa – How Are We Doing?
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March 9, 2020
What Does It Mean To Be A Great Investor?
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March 9, 2020
The Value of Independent Thought
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March 7, 2020
My In-Depth Investment Thesis on Elastic Software
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March 3, 2020
Balwin Properties: South African Homebuilder at Steep Discount
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March 3, 2020
Surveying Our Top Five Holdings: KKR, PAR, SHSP, APPS, KLR
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March 2, 2020
GrubHub: Core Holding, Despite Vitriol From Media and Shorts
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