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infrastructure
May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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April 30, 2021
Peter Mantas on Investing at the Frontier of Quantum Computing
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April 14, 2021
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 12, 2021
Public Equities in Southeast Asia: An Overlooked Asset Class
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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January 28, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
RWE: European Utility Transitioning to Renewable Power Leadership
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 12, 2021
Ep. 24: Investing Amid Change | Building From First Principles
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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December 20, 2020
Why We Seek the Company of Long-Term Compounders
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