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October 17, 2023
Petershill Partners: Attractive Portfolio of General Partner Interests
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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January 11, 2023
Seizing the Opportunity in Energy and Industrial Businesses
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December 22, 2022
Howard Marks and Chris Goulakos on Investing Amid Macro Challenges
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October 18, 2022
S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount
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January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
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January 5, 2022
Our Approach to Investing in an Age of Below-Inflation Interest Rates
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
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October 14, 2021
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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April 16, 2021
ICICI Securities: Asset-Light, Cash-Generative Online Finance Leader
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April 6, 2021
Post COVID: More Inequality, More Grievances, More Debts
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March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 17, 2021
Comerica: Long-Tenured Banking Business With Downside Protection
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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