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automation
January 12, 2019
PDF Solutions: Lowly Valued, with Net Cash and Growing SaaS Business
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January 12, 2019
Boustead: Catalyst-Rich Asian Real Estate Stock at One-Third of NAV
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January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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December 8, 2018
What Matters in Banking
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September 19, 2018
The Case for Europe – Myths vs Reality
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August 20, 2018
BofI: Compounding Machine in Form of Branchless Pure-Play Internet Bank
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June 27, 2018
Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries
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May 22, 2018
Alex Kinmont on the Macro Backdrop for Value Investing in Japan
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April 10, 2018
Highlights from Asian Investing Summit 2018
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April 4, 2018
Keyence: Highest-Quality Business in Global Industrial Automation Space
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February 28, 2018
Appendix
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January 17, 2018
Highlights from Best Ideas 2018
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January 13, 2018
XPO Logistics: Well-Managed Global Leader a Potential Acquisition Target
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November 26, 2017
BMW: Shareholder-Friendly, Readily Understandable Business with a Moat
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October 25, 2017
Bias from Over-Influence by Authority
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September 19, 2017
Exclusive Conversation with Alex Rubalcava of Stage Venture Partners
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August 30, 2017
Snapshot of Our Top Five Positions
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August 24, 2017
Making Sense of 3D Sensing
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August 24, 2017
David Pakman on Disruptive Innovation and Mental Models
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June 28, 2017
AmerisourceBergen: Logistics Moat with Best-in-Class Cash Conversion
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