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capital allocators
June 27, 2018
IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value
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May 5, 2018
Leucadia: Strategic Transactions Highlight Value
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April 29, 2018
AIN: Leader in Fragmented Pharmacy Dispensing Business in Japan
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April 6, 2018
GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low
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April 6, 2018
CRE Inc.: Well-Run Developer and Manager of Distribution Warehouses
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March 26, 2018
The Impact of Technological Change on the Firm Boundary
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March 22, 2018
The Two Things We Look for in a Management Team
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March 13, 2018
TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company
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March 11, 2018
NESCO and Vinamilk: Two Undervalued Opportunities in Asia
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March 7, 2018
Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount
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February 21, 2018
Impressions from Ideaweek St. Moritz 2018
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February 13, 2018
SEACOR Marine: Undervalued, with Exceptionally Strong Management
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January 6, 2018
Selected Investment Ideas in Eastern Europe
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December 31, 2017
Preview of Medley Capital: Middle Market Lender at Discount to NAV
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December 22, 2017
Machines Won’t Make Active Investors Obsolete Anytime Soon
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November 3, 2017
GEM’s Advice for Aspiring Superinvestors
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November 2, 2017
Why We Invested in IES Holdings
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October 19, 2017
Our Mistake in Lending Club
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October 15, 2017
Searching for Compounding Machines Among Financials in India
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September 8, 2017
Don Yacktman Articulates Value Investment Philosophy
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