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January 9, 2020
Cars.com: Leading Online Car Listing Site at Depressed Valuation
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January 8, 2020
Three Ideas: Senior Lien (Bond Like) Infrastructure Investments
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January 8, 2020
Jacquet Metal Service: Owner-Operated Leader with M&A Upside
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January 7, 2020
Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google
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January 6, 2020
When It Comes to Value Investing, Are You A Fox or A Hedgehog?
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December 30, 2019
“Outrageous” Profit Margins
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November 30, 2019
China Investing Trip: Sean Stannard-Stockton’s Takeaways
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November 30, 2019
China Investing Trip: Felix Narhi’s Takeaways
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November 10, 2019
Groupe Guillin: Family-Owned, FCF-Generative Plastic Packaging Business
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October 30, 2019
Some Thoughts on Downside Protection in Investing
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October 28, 2019
Long-Term and Cold-Minded Thinking Behind Some Investments in Greece
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October 9, 2019
Keith Smith of Bonhoeffer Fund Discusses His Investment Philosophy
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October 4, 2019
Corticeira Amorim: Owner-Operated World Leader in Cork Products
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October 3, 2019
Henkel: Underappreciated Consumer Goods and Adhesives Leader
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October 3, 2019
XLMedia: Search Engine Optimization (SEO) Leader
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October 1, 2019
Inconsistency in BMW’s Financial Indicators
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October 1, 2019
Don’t You Believe Them
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September 29, 2019
Michael Mauboussin on His Book, More Than You Know
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September 28, 2019
Investment Mistakes: Scratch or Scar?
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September 19, 2019
Sean Stannard-Stockton on Capitalism Without Capital
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