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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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January 13, 2023
Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview)
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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January 5, 2023
India’s $10 Trillion Ambition Through a Credit Market Lens
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December 29, 2022
Bill George on His Leadership Style as Former CEO of Medtronic
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October 18, 2022
S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount
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October 14, 2022
Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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October 7, 2022
Larry Pitkowsky on the Investment Philosophy of GoodHaven
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October 4, 2022
Patrizia SE: Preview of Idea Session at European Investing Summit 2022
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October 1, 2022
Thought Exercise: Explaining the Global Macro Situation to a Martian
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September 2, 2022
Kochouseph Chittilappilly on Building Two Public Companies in India
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September 2, 2022
Vinay Rao on Managing the Portfolio of Tata AIG General Insurance
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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June 30, 2022
Universal Music Group: Scale Affords Negotiating Leverage
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April 15, 2022
Nykaa: Category-Defining Retail Platform With Proven Leadership
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April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
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April 7, 2022
Aucnet: Cash-Generative Business, Misunderstood Growth Prospects
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April 6, 2022
Alibaba: Deeply Undervalued Due to Overstated China-Related Fears
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