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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 7, 2020
Three European Companies at a Discount to Fair Value
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 5, 2020
Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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October 2, 2020
Honey Bees and the Waggle Dance: A Mental Model
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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August 14, 2020
Episode 4: Position Management and Research | BRK Q2 Recap
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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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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
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
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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