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M&A
December 17, 2017
Liberty Global: European/Latin American Cable on Sale
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December 4, 2017
Fidessa: Sell-Side Trading Software Leader Rides Compliance Wave
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November 5, 2017
Comments on Selected Investments
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October 30, 2017
A Bird in Hand is Worth More Than (Forecasted) Eggs in the Future
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October 6, 2017
Value Investing in Spinoffs
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October 5, 2017
Wizz Air: Low-Cost Carrier with Strong Competitive Position in CEE
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October 5, 2017
Hunter Douglas: Well-Managed Industry Leader with Widening Moat
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September 27, 2017
Reciprocation Tendency
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September 17, 2017
Bill Gates and Warren Buffett Discuss Business in 1998
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September 7, 2017
Heineken: Family Control Provides “Capacity to Suffer”
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July 5, 2017
Lanxess: Transforming into Specialty Chemicals Powerhouse
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June 27, 2017
Oliver Marti on Intelligent Investing in the Healthcare Sector
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June 27, 2017
Samir Patel: Stop Caring About Bad Share Repurchases
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April 5, 2017
Korea: Surveying the Investment Opportunity
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April 5, 2017
GS Home Shopping: Korea’s Leading Cable TV Shopping Channel
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April 5, 2017
KyungDong City Gas: Undervalued Special Situation
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April 5, 2017
Samho: Increasingly Shareholder-Friendly Company with Excess Assets
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December 7, 2016
Phil Ordway on Understanding Industry Structure
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March 7, 2016
Michael Mauboussin Shares His Investment Wisdom
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April 8, 2014
Lumiere Capital on Investing in Hong Kong and Singapore
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