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asset management
January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 18, 2023
Orion Engineered Carbons: Earnings Inflection Story in EV Components
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January 18, 2023
Charter: Depressed Sentiment Despite Steady FCF Generation
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January 18, 2023
Ströer: Family-Controlled Out-of-Home Advertising Company
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January 18, 2023
Trigano: Family-Controlled European Leader in Leisure Vehicles
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January 17, 2023
Admiral Group: Largest UK Auto Insurer, With Unique Culture
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January 17, 2023
Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry
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January 17, 2023
S3E09: Private Equity and the Game of Volatility Laundering
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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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January 11, 2023
Intelligent Investing in a Markedly Different Investment Environment
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December 28, 2022
S3E08: Why 2022 Was a Year to Remember and Possibly a Turning Point
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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December 6, 2022
S3E07: When You Like the Business But Not the Management
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November 22, 2022
S3E06: Reflecting on the FTX Debacle
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November 8, 2022
S3E05: The Capacity to Suffer and How It Applies in Practice
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October 25, 2022
S3E04: David Einhorn on Value Investing: Will It Come Back?
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October 18, 2022
Qiagen: Medical Diagnostics Leader With Long Growth Runway
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October 18, 2022
S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount
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October 18, 2022
AcadeMedia: Leading Education Company in Northern Europe
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October 18, 2022
Mercedes-Benz: Global Leader in High-End Automotive Segment
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