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Italy
April 11, 2019
Gamevil, Hyosung: Undervalued Holding Companies in Korea
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February 28, 2019
Orca Exploration: Graham-Style Deep Value Bargain
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January 16, 2019
ITE: Founder-Led Exhibitions Organizer at High-Teens FCF Yield
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December 17, 2018
Favoring Recession-Resistant Equities and Cash
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November 27, 2018
David Marcus on Great Owner-Operated Businesses in Europe
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October 23, 2018
From A to B, the Italian Way
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October 13, 2018
Josh Shores of Southeastern on Exor and Value Investing in Europe
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October 13, 2018
Crest Nicholson: Debt-Free, Undervalued UK Homebuilder
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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October 11, 2018
Safilo: Eyewear Maker Poised for Turnaround Under New Leadership
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October 11, 2018
Landi Renzo: New CEO Leads Emergence from Long Downtrend
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October 11, 2018
Korian: M&A Integration Risk Largely Behind Retirement Home Leader
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October 5, 2018
The Manual of Ideas – Fall 2018 Edition
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October 4, 2018
Register for LIVE Sessions at European Investing Summit 2018
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September 19, 2018
The Case for Europe – Myths vs Reality
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June 29, 2018
Credit Suisse: Earning Power Masked by Expensive Debt, Legacy Asset Costs
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June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
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May 29, 2018
Macmahon: Mining Services Company in Successful Turnaround
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April 28, 2018
Resisting the Macro Urge
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