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inflation
January 14, 2021
Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow
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January 13, 2021
U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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December 28, 2020
The Manual of Ideas – Winter 2021 Edition
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 5, 2020
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
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August 18, 2020
Taking a Global Perspective on Investing in South Africa
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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August 7, 2020
Replay Our First Small Group Virtual Member Meetup
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July 8, 2020
The Dam Has Broken
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July 3, 2020
FANUC: True Economics Masked by Capacity and R&D Investments
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June 28, 2020
Stanley Druckenmiller on the Investment Landscape Amid COVID
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May 29, 2020
The Manual of Ideas – Spring/Summer 2020 Edition
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May 3, 2020
Berkshire Hathaway Annual Meeting 2020
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April 9, 2020
Isaac Schwartz Shares Perspectives on Value Investing in Asia
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