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India
December 29, 2022
Bill George on His Leadership Style as Former CEO of Medtronic
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December 28, 2022
Neeraj Marathe on Small- and Mid-Cap Value Investing in India
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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October 14, 2022
Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank
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October 8, 2022
Volkswagen: Global Auto Leader Undergoing Transformation
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October 6, 2022
Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch
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September 2, 2022
Kochouseph Chittilappilly on Building Two Public Companies in India
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September 2, 2022
Vinay Rao on Managing the Portfolio of Tata AIG General Insurance
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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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May 6, 2022
Best Ideas Omaha 2022: Shree Viswanathan on Dino Polska
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April 22, 2022
Harshan Jeyakumar on Intelligent Investing in Cleantech
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April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
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April 15, 2022
Nykaa: Category-Defining Retail Platform With Proven Leadership
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April 9, 2022
Phoenix Mills: Mixed-Use Real Estate Owner With Good Capital Allocation
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April 9, 2022
Holding Companies in India: A Strategy for Portfolio Diversification
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April 8, 2022
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
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April 8, 2022
KRBL: Well-Run Basmati Rice Leader With Mindset of Profitable Growth
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April 8, 2022
Home First: Tech-Enabled Housing Lender With Differentiated Model
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April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
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