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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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December 20, 2020
Why We Seek the Company of Long-Term Compounders
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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November 3, 2020
Ep. 15: Dividend Policy | Forecasting Surprises and Disasters
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October 29, 2020
Christian Billinger: In Defence of Cognitive Biases
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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October 6, 2020
Ferrari: Luxury Identity Brand with Enviable Business Model
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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September 4, 2020
Episode 7: Starbucks | Today vs. 1999 | Blind Valuation Exercise
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September 3, 2020
Barry Diller in Conversation with David Rubenstein
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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