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concentration
July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
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July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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April 10, 2021
Rajeev Agrawal on Key Lessons Learned Over the Past Year
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 19, 2021
Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader
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January 19, 2021
Tile Shop: Orphaned Specialty Retailer With Relisting Catalyst
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January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
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January 17, 2021
Comerica: Long-Tenured Banking Business With Downside Protection
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 13, 2021
U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends
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January 13, 2021
Christian Billinger on Investing in Clusters of High-Quality Businesses
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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October 28, 2020
Ep. 14: Unstoppable Automation | Value Traps and IBM | Index Data
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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