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asset-light
October 3, 2019
IWG: Owner of Original Shared/Temporary Office Company, Regus
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July 8, 2019
Adam Schwartz on First Beijing and Value Investing in China
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July 7, 2019
Highlights from Wide-Moat Investing Summit 2019
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June 28, 2019
Humansoft: Kuwait-Based Education Leader and Steady Grower
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April 26, 2019
Thoughts on Church and Dwight’s Acquisition of Flawless
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April 23, 2019
Chuck Royce on Small-Cap Value Investing and His Legendary Career
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April 18, 2019
Idea Thesis Summaries from Asian Investing Summit 2019
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April 12, 2019
Tang Palace, Saregama: Micro-Cap Opportunities in Hong Kong, India
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April 8, 2019
Liquidity Services: Cash and GovDeals Exceed Market Cap
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January 12, 2019
Boustead: Catalyst-Rich Asian Real Estate Stock at One-Third of NAV
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November 19, 2018
Radisson Hospitality: Football, Swedish Laws, and Chinese Tourists
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November 4, 2018
Hill International: Activists, Forced Selling, and Low-Hanging Fruit
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October 16, 2018
Highlights from European Investing Summit 2018
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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October 11, 2018
John Wood: Oil & Gas Engineering Leader with Strong Management
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September 25, 2018
Ashford: Wide-Moat Hospitality Services Business
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September 24, 2018
Three Case Studies in Wide-Moat Investing, Thesis on Almacenes Exito
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September 15, 2018
Ed Wachenheim on Investing with a Contrarian Mindset
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September 15, 2018
Will Thorndike on Compounder Businesses Led by Outsider CEOs
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September 14, 2018
Landstar System: Third-Party Logistics Leader in Trucking
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