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August 9, 2019
The Coming Bull Market in Value Investing
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August 5, 2019
Dan Bleicher on Compounders and Underfollowed Gems
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July 31, 2019
Reviewing Our Theses on Disney, Charter, Comcast, RBI, F1, and Fox
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July 26, 2019
Gautam Baid on His Book, The Joys of Compounding
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July 23, 2019
Perspectives on Selected Holdings of the Ensemble Fund
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July 5, 2019
Members Share Their Summer Reading Recommendations (Update 7)
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July 1, 2019
Dave Sather Reflects on Two Decades in Asset Management
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June 28, 2019
Grubhub: Real-Time Case Study of the Post-Hype Sleeper Setup
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June 28, 2019
Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity
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June 27, 2019
Facebook: Increasing Role of Commerce Across All Platforms
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June 27, 2019
Texas Pacific Land Trust: Largest Land Owner in Permian Basin
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June 27, 2019
PSG Group: Family-Operated Investment Holding Firm at Discount
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June 27, 2019
Teva Pharma: Generics Leader Turning Around Under New CEO
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June 21, 2019
Intelligent Investing: Wide-Moat Investing in Asian Equities
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June 17, 2019
A Brief History of the Supermarket Business
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May 28, 2019
Why We Initiated a Position in Sea Limited
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April 30, 2019
A Deeply Humbling Business That Involves Extreme Discipline and Trust
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April 26, 2019
Thoughts on Church and Dwight’s Acquisition of Flawless
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April 23, 2019
Chuck Royce on Small-Cap Value Investing and His Legendary Career
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April 12, 2019
Tang Palace, Saregama: Micro-Cap Opportunities in Hong Kong, India
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