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politics
January 6, 2024
Christopher Tsai and Peter C. Keefe on Long-Term Outperformance
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April 25, 2023
KPIT: Leading the Auto Industry Toward Software-Defined Vehicles
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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July 22, 2022
Sebastian Mallaby on His Book, The Power Law
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April 15, 2022
Nykaa: Category-Defining Retail Platform With Proven Leadership
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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December 13, 2021
Ho Nam and Rishi Gosalia on a Buffett-Style Venture Philosophy
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November 2, 2021
Learning from Guy Spier: Path in Investing, Philosophy, Case Studies
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July 16, 2021
Rajeev Mantri and Harsh Gupta Madhusudan on “A New Idea of India”
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June 20, 2021
Julia Galef on The Scout Mindset: Why Some People See Things Clearly
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
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December 21, 2020
Overview of UnitedHealth: Broadest, Highest-Quality Network in the U.S.
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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August 11, 2020
The Search for Value, and the Road Ahead
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August 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
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July 3, 2020
Twitter: Unique Internet Asset, With Improving Monetization
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July 3, 2020
Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader
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