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management team
July 15, 2019
Michael Huber on Private Equity-Style Investing in Public Markets
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July 8, 2019
Adam Schwartz on First Beijing and Value Investing in China
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July 7, 2019
Highlights from Wide-Moat Investing Summit 2019
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July 6, 2019
Moat Erosion Starts Behind the Castle Walls
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June 28, 2019
Grubhub: Real-Time Case Study of the Post-Hype Sleeper Setup
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June 28, 2019
Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity
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June 28, 2019
Adecoagro: Low-Cost Agri Company with Synergistic Ecosystem
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June 28, 2019
Mohawk Industries: Flooring Leader with Best-in-Class Management
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June 28, 2019
Kakaku.com: Well-Managed Website Operator in Japan
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June 27, 2019
PSG Group: Family-Operated Investment Holding Firm at Discount
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June 20, 2019
Glacier Media: Misunderstood Business with Valuable Digital Assets
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June 12, 2019
Davis Advisors on Long-Term Value Investing
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June 7, 2019
Why I Prefer Compounders Over Short-Term Re-Raters
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June 4, 2019
Christian Billinger on Investing in Compounders for the Long Term
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May 20, 2019
Talks at Google: John Mihaljevic on Idea Generation
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May 9, 2019
Update on Our Enzo Biochem Investment Thesis
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April 29, 2019
Paratek Pharmaceuticals: Biotech Firm Developing Novel Antibiotics
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April 29, 2019
Same Concerns, Different Perceptions
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April 12, 2019
China Jushi: Top Fiberglass Maker in Oligopolistic Global Market
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April 12, 2019
Sakai Heavy Industries: Leader in Niche Market for Road Rollers
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