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Margin of safety
October 2, 2017
How to Be a Value Investor in Software
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September 28, 2017
Two Components of “Edge” in Investing
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September 17, 2017
Bill Gates and Warren Buffett Discuss Business in 1998
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September 16, 2017
Thoughts on Intelligent Cloning
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September 15, 2017
Jean-Marie Eveillard on China vs. India
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September 15, 2017
GlobalSCAPE: High-Quality Micro-Cap Software Business
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September 9, 2017
No Fear of Missing Out
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September 1, 2017
Phil Ordway on Setting Up His Investment Firm
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August 31, 2017
Michael van Biema on the Art of Portfolio Construction
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August 30, 2017
Snapshot of Our Top Five Positions
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August 18, 2017
An Update on Selected Portfolio Holdings
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August 11, 2017
Deep Value Investing vs. “Great Company” Investing
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August 6, 2017
Portfolio Concentrated in Deep Value Micro-Caps
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August 6, 2017
Flawed Relative Value Analysis in U.S. Financial Markets
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August 5, 2017
Cockroaches, Margins of Safety, and Knowing Thyself
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July 20, 2017
On Quality
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July 18, 2017
Mattersight: Recurring Revenue and Valuable Proprietary Dataset
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July 17, 2017
Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality
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July 7, 2017
Lucara Diamond: Miner Focused on Exceptionally Large Diamonds
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July 3, 2017
PICO Holdings: Water Assets at Sharp Discount to Book and Intrinsic Value
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