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mistakes
February 23, 2021
Highlighted Tweet by RamBhupatiraju
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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January 27, 2021
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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January 16, 2021
CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued
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January 15, 2021
Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 5, 2021
The Unique Ingredient of Haidilao’s Success: Love
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January 3, 2021
Three Stages of My Evolution as an Investor
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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December 9, 2020
Selected Highlights of the Annual Letter of Saber Capital
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October 15, 2020
Twenty Years After the Original Tech Bubble: Techno Party 2
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October 5, 2020
SII SA: Owner-Operated High-Quality Engineering Services Firm
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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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September 17, 2020
Co-Founder Jim Sinegal on the Costco Story and Business Model
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
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August 14, 2020
Episode 4: Position Management and Research | BRK Q2 Recap
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