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asset management
July 3, 2018
What Is An Investment Process?
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June 29, 2018
Cerner: Healthcare IT Leader to Grow in High Single-Digits in Coming Decade
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June 29, 2018
BlackBerry: Transformed into Enterprise Software Security Firm
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June 29, 2018
Texhong Textile: World’s Dominant Producer of Spandex Yarn
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June 29, 2018
HolidayCheck: Growth to Accelerate at Leading German Hotel Review Site
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June 28, 2018
Procter & Gamble: Fewer Brands, Leaner Supply Chain, Lower Costs
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June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
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June 27, 2018
Allergan: Inelastic Demand, Growing Botox and Medical Aesthetics Franchises
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June 27, 2018
Charter: Fears of Slowdown in Core Broadband Business Overblown
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June 27, 2018
IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value
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June 25, 2018
A Man + Machine Process for Identifying Businesses with Moats
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June 3, 2018
Edelweiss: Well-Managed, Growing, Diversified Financial Services Firm
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May 22, 2018
Bank of Baroda: Government-Owned Bank with Strong Management
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May 22, 2018
Alex Kinmont on the Macro Backdrop for Value Investing in Japan
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May 19, 2018
Media/Telecom: Usual Suspects Still Hated… But CHTR Now a Special Guest
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May 13, 2018
Why We Invested in Capitala Finance
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May 12, 2018
Kennedy-Wilson: Reluctant Repurchasers No More?
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May 6, 2018
Why We Invested in Oxford Square Capital
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May 5, 2018
Leucadia: Strategic Transactions Highlight Value
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April 30, 2018
Why We Invested in Dundee Corp.
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