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ESG
January 8, 2020
Tyson Foods: Valuation Discount, Combined with Growth Drivers
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January 8, 2020
Phil Ordway on (I) Capital Allocation and (II) Discount Brokers
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November 10, 2019
Groupe Guillin: Family-Owned, FCF-Generative Plastic Packaging Business
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April 11, 2019
James Morton Shares Five Deep Value Investment Ideas in Asia
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January 10, 2019
IPG Photonics: Dominant Laser Company Run by Owner/Operator
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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June 29, 2018
Turning Point Brands: Leader in Other Tobacco Products Market at Discount
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June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
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April 5, 2018
JD.com: Underappreciated Alibaba Challenger with Key Advantages
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March 1, 2018
An Investor’s Approach to ESG
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July 7, 2015
Carl Zeiss Meditec: Unique Business in Many Ways
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