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business models
January 28, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 11, 2021
Rudi van Niekerk on Temperament, Focus, and Habits in Investing
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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January 5, 2021
Introducing the ZIPSS: Zillow, IAC, PAR Technology, Stitch Fix, Square
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January 2, 2021
Ep. 23: Wholesale Transfer Pricing | Investor Expectations for 2021
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January 2, 2021
Small Cap Value Investing: Why Bother?
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December 10, 2020
Ep. 21: #Neversell | Subscription Models | Financial Services Disruption
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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October 23, 2020
Rapidly Shifting Business Models in Real Asset Industries
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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August 9, 2020
Synthetic Leverage and Discounts to Holdings
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August 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
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July 28, 2020
Portfolio Management and the Presidency
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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July 3, 2020
Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader
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