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culture
January 11, 2020
Restoration Hardware: Pivoting Toward Luxury Brand Status
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January 11, 2020
KVH: Transitioning to Subscription Model, with Growth Ahead
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January 9, 2020
Progressive: Consistent Grower in Direct Segment of Auto Insurance
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January 9, 2020
Michael Lee on Root Cause Analysis in Investing
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January 8, 2020
Tyson Foods: Valuation Discount, Combined with Growth Drivers
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January 8, 2020
CPL: Owner-Operated Steady Grower in Workforce Services
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January 8, 2020
Jacquet Metal Service: Owner-Operated Leader with M&A Upside
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January 7, 2020
I’m on a Boat: Five Core Attributes of Leadership
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January 7, 2020
The Most Important Mental Model, or On Being a Fallibilist
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January 6, 2020
Best Ideas 2020 Preview: Dundee Corporation
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December 7, 2019
Nicoya Fund’s Investment Thesis on Nicholas Financial
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November 22, 2019
News vs. Noise
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November 22, 2019
Masimo: Doing Well by Doing Good
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November 2, 2019
Chuck Royce on Small-Cap Value Investing
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October 28, 2019
Ensemble Capital’s Investment Thesis Update on Tiffany & Co.
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October 26, 2019
Robert Cialdini on the Power of Pre-Suasion
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October 21, 2019
Kambi: The Picks-and-Shovels of the Sports Betting Industry
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October 1, 2019
Don’t You Believe Them
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September 30, 2019
European Investing Summit 2019 Preview: Sberbank
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September 29, 2019
Jeff Gramm on His Book, Dear Chairman
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