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October 7, 2020 Avivasa: Well-Run, Capital-Light Franchise with Growth Runway Read More

October 6, 2020 Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation Read More

October 5, 2020 Alcon: Eyecare Leader with Wide Moat and Long-Term Growth Read More

August 18, 2020 Taking a Global Perspective on Investing in South Africa Read More

August 7, 2020 Replay Our First Small Group Virtual Member Meetup Read More

August 5, 2020 Investing Amid the Epidemiological Forces Reshaping Society Read More

July 3, 2020 Highlights from Wide-Moat Investing Summit 2020 Read More

July 3, 2020 Interactive Brokers: Automated, Low-Cost, High-Margin Business Read More

July 3, 2020 FANUC: True Economics Masked by Capacity and R&D Investments Read More

July 3, 2020 OTIS: Recently Spun Off Elevator Leader with High ROIC Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

July 2, 2020 ViacomCBS: Streaming Success Could Change Negative Perception Read More

April 21, 2020 Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses Read More

April 10, 2020 Bajaj Holdings: Indian Holding Company at Steep Discount to NAV Read More

March 21, 2020 Lauren Templeton on Intelligent Investing in Crisis Mode: Putting Volatility Into Historical Context Read More

March 20, 2020 Amit Wadhwaney on Intelligent Investing in Crisis Mode: Deep Value Opportunities Globally Read More

March 19, 2020 Rudi van Niekerk on Intelligent Investing in Crisis Mode: A South African Perspective Read More

March 18, 2020 Frank Fischer on Intelligent Investing in Crisis Mode: A German Superinvestor’s Perspective Read More

March 14, 2020 PSG: Well-Managed South African Investment Holding Company Read More

March 10, 2020 South Africa – How Are We Doing? Read More