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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 10, 2020
Zalando Investment Thesis: The Fashion Platform of the Future
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September 2, 2020
Rational Investing in Today’s Irrational Stock Markets
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August 13, 2020
Matthew Prince on His Evolution as an Owner-Operator
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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August 9, 2020
Synthetic Leverage and Discounts to Holdings
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August 7, 2020
Replay Our First Small Group Virtual Member Meetup
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July 2, 2020
Unilever: Consistent, Predictable, Growing Business at Fair Price
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July 2, 2020
ViacomCBS: Streaming Success Could Change Negative Perception
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July 2, 2020
Exponent: Leveraging Historic Relationships to Drive Organic Growth
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May 3, 2020
Berkshire Hathaway Annual Meeting 2020
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April 21, 2020
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
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April 19, 2020
Chip Russell on Investing in a Transition to a Low Carbon Economy
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April 10, 2020
Jiangsu Yanghe Brewery: Third-Largest Baijiu (Spirits) Company in China
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April 10, 2020
KB Kee Presents Value Investing Ideas in China, Australia, and New Zealand
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April 9, 2020
GMO Internet: Downside Protection, Plus Bitcoin Optionality
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April 9, 2020
Isaac Schwartz Shares Perspectives on Value Investing in Asia
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