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moats
August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
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July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
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June 23, 2021
El Modelo de Negocio de Etsy
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May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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April 15, 2021
Zydus Wellness: Transformed via Acquisition of Heinz India’s Portfolio
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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March 18, 2021
Highlighted Tweet by IntrinsicInv
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February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 21, 2021
AutoZone: Well-Run Auto Parts Retailer With Growth Prospects
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January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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December 20, 2020
Why We Seek the Company of Long-Term Compounders
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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