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October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 15, 2021
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
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October 15, 2021
GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO
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October 15, 2021
Gregor Rudolph-Dengel on the Opportunity in “Re-Opening” Stocks
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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October 13, 2021
Econocom: Turnaround With Double-Digit FCF Yield and Insider Buying
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September 21, 2021
European Banks Might Finally Be Ready to Rise From the Ashes
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September 18, 2021
Christian Billinger on Managing Investment Return Expectations
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August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 18, 2021
Howard Schilit on Financial Shenanigans: How to Detect Fraud
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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July 10, 2021
Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry
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