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December 22, 2022
Howard Marks and Chris Goulakos on Investing Amid Macro Challenges
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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December 12, 2022
Highlighted Tweet by MelwaniMunesh
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October 14, 2022
Lloyds Banking Group: Dominant UK Lender With Improving Outlook
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October 14, 2022
Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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June 29, 2022
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
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June 28, 2022
FlatexDegiro: Competitively Advantaged Low-Cost Online Broker
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April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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April 6, 2022
Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile
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April 6, 2022
Biocon: Vertically Integrated Growth Business With Transaction Catalyst
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
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January 12, 2022
Houghton Mifflin: Digital Transition Improves Cash Generation
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January 9, 2022
Glass House Brands: Cannabis Company With High Optionality
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January 2, 2022
Bill Cummings: Lessons and Legacy — A Worthy Path in Business and Life
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December 14, 2021
Howard Marks and Chris Goulakos on Tech Disruption and Value Investing
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