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downside protection
October 11, 2021
Six Reasons Why Boutique Investment Managers Outperform
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September 18, 2021
Christian Billinger on Managing Investment Return Expectations
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
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July 7, 2021
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
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January 27, 2021
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
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January 17, 2021
Comerica: Long-Tenured Banking Business With Downside Protection
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January 16, 2021
Loral: HoldCo Discount to Be Eliminated Post-Merger With Telesat
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 15, 2021
Daily Journal: Downside Protection, Underappreciated Tech Upside
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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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January 13, 2021
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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August 11, 2020
The Search for Value, and the Road Ahead
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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July 2, 2020
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
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April 13, 2020
Christian Billinger on the Advantages of a Closed-End Fund Structure
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April 11, 2020
J. Dennis Jean-Jacques Discusses the Ocean Park Investments Approach
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