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January 19, 2023
Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 17, 2023
Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation
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January 17, 2023
IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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January 13, 2023
Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview)
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January 8, 2023
Get Your Capital a Passport: Traveling Beyond the United States to Invest
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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October 18, 2022
Qiagen: Medical Diagnostics Leader With Long Growth Runway
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October 18, 2022
Mercedes-Benz: Global Leader in High-End Automotive Segment
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October 14, 2022
Pandora: Steadily Growing Jewelry Retailer With Global Footprint
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October 8, 2022
Volkswagen: Global Auto Leader Undergoing Transformation
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October 7, 2022
Ceconomy: Owner of Europe’s Top Consumer Electronics Retail Brands
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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October 5, 2022
Automotive Industry: Attractive Medium-Term Investment Case
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September 2, 2022
Kochouseph Chittilappilly on Building Two Public Companies in India
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June 30, 2022
Container Store: Emerging Moat Due to Focus on Custom Closets
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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