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November 16, 2018
Execution > Philosophy
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October 16, 2018
Highlights from European Investing Summit 2018
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October 13, 2018
Broadcast TV Industry: European Players Likely Undervalued as TV Not Dead
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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October 5, 2018
The Manual of Ideas – Fall 2018 Edition
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September 29, 2018
What If TV Is Actually Not “Dead”?
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September 20, 2018
Rosetta Stone: Lexia Intrinsic Value Strong and Growing
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September 15, 2018
Will Thorndike on Compounder Businesses Led by Outsider CEOs
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September 15, 2018
Dave Sather, Sean Stannard-Stockton, and Felix Narhi on Compounders
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September 12, 2018
The Case for Thematic Value Investing
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September 1, 2018
Bunzl: Customer-Obsessed Business with Strong Corporate Culture
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August 20, 2018
Moats: Measuring, Exploitations and Challenges, Quality vs. Price
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August 4, 2018
Market Overview: High Valuations Reflect High Expectations
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July 27, 2018
Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels
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July 23, 2018
Three Metrics by Which We Measure Ourselves
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July 3, 2018
What Is An Investment Process?
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July 2, 2018
Highlights from Wide-Moat Investing Summit 2018
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June 28, 2018
Value Investing 3.0: Thoughts on the Evolution of Intelligent Investing
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June 27, 2018
Case Studies: The Power of a Low-Cost Advantage
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June 27, 2018
Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries
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