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disruption
September 21, 2021
European Banks Might Finally Be Ready to Rise From the Ashes
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 16, 2021
Scott Davis on His Book, Lessons from the Titans
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July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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June 23, 2021
Marc Rubinstein on Disruption in the Money Transfer Business
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May 18, 2021
Rickard Vallöf on Competitive Trends in European Grocery Retail
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 19, 2021
Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader
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January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
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January 16, 2021
Bakkafrost: Family-Run, Leading Producer of Farmed Salmon
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January 15, 2021
Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 3, 2021
Three Stages of My Evolution as an Investor
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