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Japan
January 22, 2021
Juan Matienzo Shares Three Graham-Style Deep Value Investment Ideas
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January 22, 2021
Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value
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January 20, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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January 16, 2021
Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate
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January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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January 5, 2021
The Unique Ingredient of Haidilao’s Success: Love
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October 20, 2020
Highlighted Tweet by Bonhoeffer_KDS
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October 6, 2020
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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August 18, 2020
Taking a Global Perspective on Investing in South Africa
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July 8, 2020
The Dam Has Broken
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Twitter: Unique Internet Asset, With Improving Monetization
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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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June 28, 2020
Jack Dorsey on the Future of Work, Technology, Small Business, and More
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April 29, 2020
Sid Choraria on Developing a Winning Investment Process in Asia
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April 21, 2020
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
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