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emerging markets
January 18, 2023
CBD: Undervalued Latin American Holding Company With Catalyst
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January 16, 2023
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
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January 11, 2023
Intelligent Investing in a Markedly Different Investment Environment
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January 8, 2023
Get Your Capital a Passport: Traveling Beyond the United States to Invest
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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December 22, 2022
Howard Marks and Chris Goulakos on Investing Amid Macro Challenges
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October 18, 2022
Qiagen: Medical Diagnostics Leader With Long Growth Runway
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October 14, 2022
Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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October 5, 2022
Automotive Industry: Attractive Medium-Term Investment Case
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
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June 30, 2022
Universal Music Group: Scale Affords Negotiating Leverage
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June 30, 2022
Copart and IAA: Salvage Auction Leaders With Attractive Economics
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June 27, 2022
Sarana Menara Nusantara: Growing Tower Business With Strong ROI
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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April 8, 2022
Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Biocon: Vertically Integrated Growth Business With Transaction Catalyst
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January 30, 2022
Global Fashion Group: Well-Positioned E-Commerce Player at Discount
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