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mission-critical


January 20, 2019 Highlights from Best Ideas 2019 Read More
January 11, 2019 Three Ideas with Disciplined and Repeatable “Underwriting” Processes Read More
January 9, 2019 Fundamental Alternative Investments (Bond-like Equity Securities) Read More
January 6, 2019 Best Ideas 2019 Preview: QAD Inc. Read More
October 16, 2018 Highlights from European Investing Summit 2018 Read More
October 13, 2018 Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors Read More
August 5, 2018 On Competitive Advantage — and Why Harley Davidson Has It Read More
July 27, 2018 Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate Read More
January 17, 2018 Highlights from Best Ideas 2018 Read More
January 13, 2018 Telesites : In-Depth Idea Presentation Read More
January 12, 2018 Teekay Offshore: Abandoned Public Stub of Mission-Critical Marine Infrastructure Business Read More
November 8, 2017 Rights Offerings: The Case of Redknee Solutions Read More
October 20, 2017 Pat Dorsey on Moats Read More
October 6, 2017 Hilan Tech: “ADP of Israel” Continues to Compound Value Read More
October 2, 2017 How to Be a Value Investor in Software Read More
October 1, 2017 Sean Stannard-Stockton on Intelligent Investing, Competitive Advantage, and Building a Firm Read More
September 15, 2017 GlobalSCAPE: High-Quality Micro-Cap Software Business Read More
July 7, 2017 SS&C Technologies: Mission-Critical Services with Recurring Revenue Read More
July 7, 2017 CommerceHub: Uniquely Levered to E-Commerce Growth Read More
December 7, 2016 Phil Ordway on Understanding Industry Structure Read More
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