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January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
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January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
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January 7, 2022
The Barrier to Entry to Finding Great Investments
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December 14, 2021
Bryan Lawrence on the Two Challenges Facing a Fund Manager
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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December 14, 2021
Glenn Surowiec on Value-Oriented Investing on the Right Side of Change
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 14, 2021
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
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October 14, 2021
Iberpapel: Competitively Advantaged, Vertically Integrated Paper Producer
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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August 21, 2021
Edward Chang on Investing in Undervalued Growth Stocks
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August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 18, 2021
Ted Seides on Capital Allocators: How the World’s Elite Managers Lead…
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
Entegris: Benefiting From Increased Complexity in Semiconductors
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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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