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coronavirus
January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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December 21, 2020
Overview of UnitedHealth: Broadest, Highest-Quality Network in the U.S.
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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December 18, 2020
Replay Our 2nd Small Group Virtual Member Meetup
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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August 11, 2020
The Search for Value, and the Road Ahead
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August 9, 2020
Synthetic Leverage and Discounts to Holdings
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August 6, 2020
Quarterly Update and Commentary of FM First China Fund, LLC
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August 5, 2020
Investing Amid the Epidemiological Forces Reshaping Society
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August 1, 2020
Focus Capital Management’s Approach to Risk
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July 28, 2020
Value Investing Looks Poised to Make a Return
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
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July 3, 2020
Transcontinental: Underappreciated Resiliency and FCF Generation
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