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inflation
December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 14, 2021
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
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October 10, 2021
Contrarian Investment Opportunities for Uncertain Times
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October 4, 2021
Common Sense Is Uncommon: Areas of Concern in a Speculative Market
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September 21, 2021
A Change in How Central Bankers Communicate Would Be Beneficial
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August 26, 2021
Highlighted Tweet by charliebilello
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
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August 5, 2021
Highlighted Tweet by danielgladis
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 18, 2021
Howard Schilit on Financial Shenanigans: How to Detect Fraud
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
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July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
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