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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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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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July 26, 2020
Lawrence A. Cunningham on His Book, Dear Shareholder
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July 8, 2020
The Dam Has Broken
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
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July 3, 2020
Orchid Island: Agency mREIT with Temporary Moat Due to Fed Action
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July 3, 2020
Interactive Brokers: Automated, Low-Cost, High-Margin Business
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July 3, 2020
FANUC: True Economics Masked by Capacity and R&D Investments
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July 3, 2020
Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader
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July 3, 2020
OTIS: Recently Spun Off Elevator Leader with High ROIC
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July 3, 2020
Transcontinental: Underappreciated Resiliency and FCF Generation
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July 2, 2020
Unilever: Consistent, Predictable, Growing Business at Fair Price
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July 2, 2020
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
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July 2, 2020
Rimini: Well-Suited to Gain Share in Application Management Services
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July 2, 2020
Exponent: Leveraging Historic Relationships to Drive Organic Growth
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July 1, 2020
Herman-Miller: US Office Furniture Leader at Discount to Fair Value
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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