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January 12, 2019
Three NCAV Bargains: Passat, Nichiwa Sangyo, Sanko
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January 12, 2019
Three South African Ideas: Combined Motor Holdings, Sabvest, and Telkom
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January 12, 2019
Mallinckrodt: FCF-Rich Business with Attractive Risk-Reward
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January 12, 2019
Appian: Well-Positioned Platform for Building Enterprise Software
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January 12, 2019
Aptiv: Leading Auto Supplier in Electrification and Autonomous Tech
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January 10, 2019
Century Casinos: A World Away from Macau and Las Vegas
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January 10, 2019
Echostar: Satellite Communications Leader Run by Owner/Operator
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January 10, 2019
Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price
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January 9, 2019
Brandon Osborn on Concentrated Patience — an Entrepreneur’s Perspective
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January 9, 2019
Best Ideas 2019 Preview: Enzo Biochem
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January 8, 2019
David Barr on Value Investing and the Business of Investing
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December 3, 2018
The Value Investment Case for Enzo Biochem
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November 27, 2018
Saahill Desai: The Investment Approach of a Family Office
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November 7, 2018
Guy Spier on Compounding Personal Goodwill
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November 7, 2018
Antonio Garufi on Thematic Value Investing and Covestro
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October 29, 2018
Tim Yates on Lessons Learned as a Public Company Director
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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October 12, 2018
Yara: Outlook Brightening for World’s Largest Fertilizer Producer
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September 28, 2018
Gillian Zoe Segal Shares Takeaways from Her Book, Getting There
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September 15, 2018
Ed Wachenheim on Investing with a Contrarian Mindset
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