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compounders
October 2, 2021
Quarterly Intelligent Cloning Report: The Autumn 2021 Edition
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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August 21, 2021
Edward Chang on Investing in Undervalued Growth Stocks
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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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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July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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May 18, 2021
Ian Cassel on Micro-Cap Investing and Discovering Long-Term Compounders
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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April 10, 2021
Rajeev Agrawal on Key Lessons Learned Over the Past Year
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 22, 2021
Naked Wines: DTC Model Provides Superior Value Proposition
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