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inflation
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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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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May 18, 2021
Ep. 41: Persistence of Market Cap Leaders | Inflation Outlook
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May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
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February 17, 2021
Marc Rubinstein on Financial Regulation and the Policy Triangle
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 22, 2021
Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 16, 2021
Anglo Pacific: Commodity Company With Attractive Business Model
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
NVR: Capital-Returning Compounder With Long Homebuilding Runway
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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