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China
November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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October 2, 2020
Honey Bees and the Waggle Dance: A Mental Model
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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September 4, 2020
Episode 7: Starbucks | Today vs. 1999 | Blind Valuation Exercise
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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August 11, 2020
The Search for Value, and the Road Ahead
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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August 6, 2020
Quarterly Update and Commentary of FM First China Fund, LLC
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August 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
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August 5, 2020
Investing Amid the Epidemiological Forces Reshaping Society
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July 8, 2020
The Dam Has Broken
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
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July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
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July 3, 2020
Interactive Brokers: Automated, Low-Cost, High-Margin Business
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