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management team
January 27, 2021
Marc Rubinstein on Tinkoff Bank, Russia’s Capital One
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January 27, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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January 2, 2021
A Snapshot of Our Investment Philosophy
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December 20, 2020
Best Ideas 2021 Preview: Tetra Technologies
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 17, 2020
Mynaric: Strategically Important Leader in Laser Communications
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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August 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
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July 26, 2020
Lawrence A. Cunningham on His Book, Dear Shareholder
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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