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dividends
August 17, 2017
Positioning the Third Avenue Real Estate Value Fund
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August 17, 2017
What We Mean by “Resource Conversion”
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August 17, 2017
Reliance Steel & Aluminum: Value-Added Services and Distribution
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August 6, 2017
Optex Systems: Nano-Cap Provider of Optical Sighting Systems
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August 6, 2017
Portfolio Concentrated in Deep Value Micro-Caps
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August 6, 2017
Flawed Relative Value Analysis in U.S. Financial Markets
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August 5, 2017
System1 Group: Repurchased 10% of Shares Since Our Investment
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July 23, 2017
What to Do When Bargains Are Rare
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July 17, 2017
Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality
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July 14, 2017
David Marcus on the Business of Investing
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July 7, 2017
Lucara Diamond: Miner Focused on Exceptionally Large Diamonds
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July 5, 2017
Bank of New York Mellon: Largest Player in Sticky Custody Business
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July 5, 2017
Wonderful Sky: Unusually Entrenched, Owner-Operated Hong Kong PR Firm
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July 3, 2017
PICO Holdings: Water Assets at Sharp Discount to Book and Intrinsic Value
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July 2, 2017
Twitter: Important Strategic Asset with Untapped Earnings Potential
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June 28, 2017
AmerisourceBergen: Logistics Moat with Best-in-Class Cash Conversion
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June 27, 2017
Ashmore Group: Culturally Strong, Owner-Operated Asset Manager
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June 27, 2017
Iván Martín on Having a Contrarian Investment Philosophy
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June 27, 2017
Oliver Marti on Intelligent Investing in the Healthcare Sector
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June 18, 2017
All We Want in Life Is No Competition
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