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January 21, 2019
On Self-Awareness and Business-First vs. Security-First Investors
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January 20, 2019
Highlights from Best Ideas 2019
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January 12, 2019
Three South African Ideas: Combined Motor Holdings, Sabvest, and Telkom
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January 11, 2019
Siauliu Bankas: Lithuanian Banking Leader at Bargain Price
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January 11, 2019
Three Ideas with Disciplined and Repeatable “Underwriting” Processes
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January 10, 2019
Molson Coors: Large Brewer at 10+% FCF Yield
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January 10, 2019
Jefferies and Permanent TSB: Two Financials Far Below Fair Value
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January 10, 2019
Going Short
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January 9, 2019
Brandon Osborn on Concentrated Patience — an Entrepreneur’s Perspective
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January 8, 2019
David Barr on Value Investing and the Business of Investing
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January 8, 2019
Best Ideas 2019 Preview: PDF Solutions
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January 6, 2019
Best Ideas 2019 Preview: Permanent TSB and Jefferies
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January 5, 2019
Best Ideas 2019 Preview: PDF Solutions
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January 4, 2019
Best Ideas 2019 Preview: Walt Disney
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January 3, 2019
Value Drivers vs. Value Traps
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November 16, 2018
Execution > Philosophy
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November 5, 2018
Aimia: A Low-Ball Bid, Cash and NOLs, and Capable Capital Allocators
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October 25, 2018
Why We Invest in Eastern Europe
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October 13, 2018
Crest Nicholson: Debt-Free, Undervalued UK Homebuilder
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October 12, 2018
LafargeHolcim: Construction Materials Leader Investing in Growth Capex
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