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corporate culture
May 11, 2019
Looking for the Next ROIC Machine
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April 22, 2019
Thoughts on Our Investment in Alphabet
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April 12, 2019
China Jushi: Top Fiberglass Maker in Oligopolistic Global Market
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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September 1, 2018
Bunzl: Customer-Obsessed Business with Strong Corporate Culture
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July 2, 2018
Highlights from Wide-Moat Investing Summit 2018
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June 19, 2018
Previewing Bunzl: A Family Company in Disguise
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February 28, 2018
Appendix — Human Misjudgment Revisited
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December 22, 2017
Machines Won’t Make Active Investors Obsolete Anytime Soon
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December 5, 2017
DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy
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October 20, 2017
Pat Dorsey on Moats
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October 11, 2017
Highlights from European Investing Summit 2017
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September 17, 2017
Tom Gayner on the Indispensable Drivers of Long-Term Compounding
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September 15, 2017
Value Investing in Asia — Navigating Threats and Opportunities
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September 13, 2017
Highlights from Wide-Moat Investing Summit 2017
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September 10, 2017
Nestlé: A “Bond” and a “Venture Capital Fund”
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September 6, 2017
Brookfield: Culture a Source of Competitive Advantage
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September 5, 2017
Ten Commandments of American Retail
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August 18, 2017
Under-Recognition of the Power of Reinforcement and Incentives
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July 20, 2017
Faith, Hope, Love… and Returns
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