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compounder
July 27, 2018
Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate
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July 27, 2018
Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels
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July 3, 2018
What Is An Investment Process?
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June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
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June 27, 2018
Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries
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June 19, 2018
Previewing Bunzl: A Family Company in Disguise
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June 1, 2018
Meritz: Financial Holding Company in Korea, with Merit-Based Culture
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May 14, 2018
Apple: From Classic Ben Graham Deep Value Idea to Buffett-Style Compounder
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April 29, 2018
AIN: Leader in Fragmented Pharmacy Dispensing Business in Japan
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March 23, 2018
The Underappreciated Value of a Long-Term Orientation
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March 11, 2018
NESCO and Vinamilk: Two Undervalued Opportunities in Asia
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March 7, 2018
Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount
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March 4, 2018
Dhandho Holdings as a Long-Term Compounder – Matthew Peterson
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January 12, 2018
GTT Communications: Mispriced, Cash-Generative Growth Compounder
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January 12, 2018
Viad: Compounder with Strong Management and Spinoff Catalyst
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January 11, 2018
Disney: Attractive Entry Point into Long-Term Compounder via FOX
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December 21, 2017
Value Investing in Latin America: Adaptability and Survivorship
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October 15, 2017
Searching for Compounding Machines Among Financials in India
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October 11, 2017
Highlights from European Investing Summit 2017
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October 6, 2017
Kruk: Compounder in European Debt Collection and NPL Markets
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