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Colombia
October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
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June 25, 2023
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
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January 18, 2023
CBD: Undervalued Latin American Holding Company With Catalyst
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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January 14, 2022
Grupo Sura: Undervalued Colombian HoldCo With Quality Assets
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April 9, 2020
GMO Internet: Downside Protection, Plus Bitcoin Optionality
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January 10, 2020
Hemisphere Media: Unique Hispanic Media Assets, Strong Management
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January 7, 2020
Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google
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August 30, 2019
Francisco Garcia Parames on His Book, Investing for the Long Term
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November 4, 2018
EZCorp: Mr. Market Shortsighted in Convert Issuance-related Selloff
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September 24, 2018
Three Case Studies in Wide-Moat Investing, Thesis on Almacenes Exito
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January 30, 2018
Ask-Me-Anything Session with Guy Spier
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December 21, 2017
Value Investing in Latin America: Adaptability and Survivorship
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December 5, 2017
DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy
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October 11, 2017
Highlights from European Investing Summit 2017
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August 24, 2017
Amit Wadhwaney on Intelligent Investing in a Changing World
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January 11, 2017
Almacenes Exito: Largest Retailer On The Continent of South America
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October 4, 2016
Jeronimo Martins, BIM: The Low Cost Virtuous Circle
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January 12, 2016
Sino Land, Guoco, Exito: Potentially Attractive Investment Opportunities
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January 1, 2013
Building Trading Models with the 10 Year CAPE
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