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Letters
February 21, 2020
SurveyMonkey: Freemium Business Model With Widening Moat
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February 18, 2020
Greenhaven Road Capital: What We Don’t Own
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February 17, 2020
Wonderful Sky Financial Group: Extraordinary Valuation Anomaly
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February 14, 2020
Capital Allocation, Corporate Governance, and Investor Relations
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February 8, 2020
TripAdvisor: Escalating Challenges in Core Meta Business
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February 3, 2020
With Markets at Major Inflection Point, Here Is How We Invest
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February 2, 2020
Select Portfolio Investments: Financials
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February 2, 2020
WANdisco: Recurring Revenue Growth Underappreciated by Mr. Market
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February 2, 2020
Select Portfolio Investments: Airlines
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February 1, 2020
Winter 2020 Investment and Market Update of Ensemble Capital
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January 31, 2020
Good to Great: Sticking to a Few Simple Investment Principles
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January 31, 2020
Select Portfolio Investments: Building Products Companies
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January 30, 2020
Case Study: The Lifecycle of Our Investment in Lawson Products
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January 30, 2020
Reviewing Our Process and Overall Investment Framework
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January 29, 2020
Our Portfolio: Value Investing in Software
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January 28, 2020
Pick Your Poison: Implicit Vs Explicit Forecasts
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January 27, 2020
Intelligent Cloning: The Winter 2020 Edition
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January 24, 2020
Default to Optimism: Our Investment Outlook in a Complex World
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January 23, 2020
Value Investing in Japan: Our View on Engagement
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January 22, 2020
Surveying the SVN Capital Portfolio
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