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January 27, 2019
Guy Spier on the Psychology and the Business of Investing
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January 20, 2019
Highlights from Best Ideas 2019
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January 19, 2019
Escalation Is Not the Way
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January 11, 2019
Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved
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January 10, 2019
Molson Coors: Large Brewer at 10+% FCF Yield
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January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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October 25, 2018
Why We Invest in Eastern Europe
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October 23, 2018
Bryan Lawrence on Intelligent Investing in the Energy Sector
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October 12, 2018
LafargeHolcim: Construction Materials Leader Investing in Growth Capex
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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October 12, 2018
Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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September 25, 2018
European Investing Summit 2018 Preview: LafargeHolcim
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September 15, 2018
Tom Russo on the Evolution of Quality Investing
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September 14, 2018
Landstar System: Third-Party Logistics Leader in Trucking
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September 12, 2018
The Case for Thematic Value Investing
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September 1, 2018
Transocean: World Dominator of Offshore Drilling
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July 2, 2018
Highlights from Wide-Moat Investing Summit 2018
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June 29, 2018
Soda Sanayii: World’s Tenth-Largest Soda Ash Producer, Based in Turkey
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