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January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 5, 2021
Disciplined Growth Investing in the Transition to Green Energy
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September 30, 2021
Adam Rozencwajg on the Investment Implications of Copper Supply Issues
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
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July 8, 2021
Disney: Going Digital — Where Imagination and Experience Converge
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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May 18, 2021
Rickard Vallöf on Competitive Trends in European Grocery Retail
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April 12, 2021
Public Equities in Southeast Asia: An Overlooked Asset Class
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
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January 21, 2021
Agro Tech Foods: Long Compounding Runway in Branded Food
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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