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China
April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
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April 8, 2022
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Japan Small Value: Relative Valuations, Opportunity Set, Constraints
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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March 18, 2022
Ravi Dharamshi on Value-Oriented Investing in India
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February 5, 2022
Highlighted Tweet by JMihaljevic
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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January 9, 2022
Centre Testing: Leading Testing and Inspection Provider in China
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January 5, 2022
Stay Cognizant of Market History, Focus on Cash Flow Over Stories
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January 3, 2022
Small- and Mid-Cap Investing in Emerging Markets; China vs. India
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December 14, 2021
Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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October 12, 2021
Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper
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