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May 11, 2019
Looking for the Next ROIC Machine
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April 29, 2019
Paratek Pharmaceuticals: Biotech Firm Developing Novel Antibiotics
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April 26, 2019
Thoughts on Church and Dwight’s Acquisition of Flawless
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April 19, 2019
Thoughts on Fossil Fuels and Global Warming
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April 11, 2019
James Morton Shares Five Deep Value Investment Ideas in Asia
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April 11, 2019
JM Financial: Integrated Financial Services Group in India
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April 7, 2019
Focus on Good Decades, Not Good Days
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April 6, 2019
Sports and Investing
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April 3, 2019
Private Equity-Style Investing in Public Markets
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April 1, 2019
On Boards of Directors: Power, Reality, Incentives, and Value Creation
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April 1, 2019
Howard Marks in Conversation with Joel Greenblatt
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February 9, 2019
Ray Dalio on His Principles for Investing and Life
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January 29, 2019
Charles Hoeveler on Investing in Small-Cap Compounders
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January 28, 2019
What Are the Odds? Superstocks, Fat Tails, and Rule Number One
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January 21, 2019
On Self-Awareness and Business-First vs. Security-First Investors
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January 20, 2019
What Cannabis and Crypto Have in Common
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January 16, 2019
PayPal and Roku: Improving Unit Economics in Large Markets
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January 12, 2019
Enzo Biochem: Debt-Free Company with Strategic/Litigation Optionality
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January 12, 2019
Semler: Medical Diagnostics Testing Firm with Growth Trajectory
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January 11, 2019
Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved
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