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Letters
December 7, 2019
Nicoya Fund’s Investment Thesis on Nicholas Financial
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November 22, 2019
Masimo: Doing Well by Doing Good
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November 2, 2019
GCI Liberty: Advantaged Business, Controlled by Skilled Allocator
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October 28, 2019
Long-Term and Cold-Minded Thinking Behind Some Investments in Greece
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October 28, 2019
Ensemble Capital’s Investment Thesis Update on Tiffany & Co.
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October 26, 2019
Alliance Data Systems: Defensible Core, Rapidly Winning New Business
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October 23, 2019
Why Brand Stewardship Matters
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October 22, 2019
The Concept of Traps, Updates on Mastercard and Tiffany
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October 21, 2019
Kambi: The Picks-and-Shovels of the Sports Betting Industry
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October 20, 2019
How I Assess Public Companies for Investment Purposes
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October 15, 2019
Intelligent Cloning: Evaluating Allison Transmission
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October 11, 2019
Investors and Progress
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October 10, 2019
The Third-Generation Curse: Impatience vs. Patrimony-Building
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October 8, 2019
Tennis and Speculation — How to Survive a Loser’s Game
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October 1, 2019
Don’t You Believe Them
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September 30, 2019
European Banking — A Quiz of Sorts
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September 29, 2019
Diagram of Ensemble’s Investment Philosophy
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September 28, 2019
Investment Mistakes: Scratch or Scar?
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September 9, 2019
Position Sizing: Why Conviction Matters
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August 25, 2019
Search Engine Optimization: An Enduring Competitive Advantage?
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