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principles
August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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July 29, 2021
Kuntal Shah on Three Decades of Intelligent Investing in India
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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June 9, 2021
Robert Hagstrom on Warren Buffett: Inside the Ultimate Money Mind
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June 1, 2021
Larry Cunningham on Margin of Trust: The Berkshire Business Model
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May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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April 17, 2021
Florian Weidinger on Three Flavors of Ideas in Southeast Asia
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April 16, 2021
Koon Boon Kee on Four Megatrends and Related Investment Ideas
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April 16, 2021
IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst
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April 15, 2021
Kaveri Seed: Owner-Operated Company With Growth Opportunities
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January 26, 2021
Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record
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January 22, 2021
Juan Matienzo Shares Three Graham-Style Deep Value Investment Ideas
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January 17, 2021
Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 13, 2021
Walgreens Boots Alliance: High-Quality Business at High FCF Yield
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January 12, 2021
Ep. 24: Investing Amid Change | Building From First Principles
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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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