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February 18, 2020
Greenhaven Road Capital: What We Don’t Own
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February 17, 2020
Wonderful Sky Financial Group: Extraordinary Valuation Anomaly
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February 14, 2020
Capital Allocation, Corporate Governance, and Investor Relations
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February 3, 2020
With Markets at Major Inflection Point, Here Is How We Invest
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February 2, 2020
WANdisco: Recurring Revenue Growth Underappreciated by Mr. Market
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January 24, 2020
Default to Optimism: Our Investment Outlook in a Complex World
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January 23, 2020
Value Investing in Japan: Our View on Engagement
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January 21, 2020
On Discipline and Having a Long-Term Time Horizon
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January 14, 2020
Highlights from Best Ideas 2020
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January 11, 2020
Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet
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January 11, 2020
GigaMedia, Trilogiq, Charle: Three Net Current Asset Value Bargains
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January 11, 2020
KVH: Transitioning to Subscription Model, with Growth Ahead
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January 11, 2020
OXY: Opportunity to Invest on Better Terms Than Those Berkshire Received
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January 11, 2020
Adrian Saville: Three Value Investment Ideas in South Africa
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January 11, 2020
Coca-Cola Hellenic Bottling: Multiple Ways to Win
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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January 10, 2020
PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF
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January 10, 2020
Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition
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January 10, 2020
Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts
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January 9, 2020
Progressive: Consistent Grower in Direct Segment of Auto Insurance
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