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ETFs
December 14, 2021
Bryan Lawrence on the Two Challenges Facing a Fund Manager
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 13, 2021
Walgreens Boots Alliance: High-Quality Business at High FCF Yield
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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January 2, 2021
Small Cap Value Investing: Why Bother?
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 7, 2020
Three European Companies at a Discount to Fair Value
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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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