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July 15, 2019
Michael Huber on Private Equity-Style Investing in Public Markets
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June 28, 2019
Credit Suisse, Intesa: European Banks at Attractive Valuations
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June 27, 2019
European Banks are Too Cheap to Ignore
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June 22, 2019
Take-Two Interactive Software: Premium IP, Discount Valuation
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May 4, 2019
How Cambridge Associates Selects Investment Managers
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April 11, 2019
Gamevil, Hyosung: Undervalued Holding Companies in Korea
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April 11, 2019
Lear Corp.: Leader in Auto Seating and Electrical Distribution Systems
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April 7, 2019
Focus on Good Decades, Not Good Days
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March 28, 2019
The Marvelous Mr. Market
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January 12, 2019
Appian: Well-Positioned Platform for Building Enterprise Software
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January 12, 2019
Murphy USA: Promising New Initiative Not Reflected in Valuation
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January 11, 2019
Siauliu Bankas: Lithuanian Banking Leader at Bargain Price
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December 29, 2018
Process Improvement via Factor Awareness
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September 28, 2018
Francisco Garcia Parames on Investing for the Long Term
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September 25, 2018
Par Pacific: Energy and Infrastructure Firm with Attractive Assets
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September 15, 2018
Dave Sather, Sean Stannard-Stockton, and Felix Narhi on Compounders
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September 5, 2018
Berkshire Hathaway: Don’t Try This at Home
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August 28, 2018
Bogle’s Truth and Buffett’s Dud
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July 6, 2018
Highlighted Tweet by pcordway
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June 29, 2018
Harley Davidson: 10+% FCF Yield Being Paid Out in Dividends and Buybacks
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