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private equity
November 3, 2017
GEM’s Advice for Aspiring Superinvestors
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October 31, 2017
The Twinkie Conspiracy
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October 25, 2017
What We Mean by Opportunistic, Absolute Return Investing
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October 23, 2017
SoftBank: Bullish on Masayoshi Son, Valuation No Longer Compelling
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October 15, 2017
Emotional Tenacity and Deep Value Investing
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October 6, 2017
AA: UK Road Assistance Leader with Recurring Revenue
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October 6, 2017
MTU Aero Engines: High-Margin Maintenance Revenue to Ramp Up
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October 6, 2017
Arcus: Asset-Light, Cash-Generative Nordic Leader in Wine and Spirits
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October 6, 2017
Kruk: Compounder in European Debt Collection and NPL Markets
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October 5, 2017
S & U: UK Used Car Finance Company with Long Runway
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October 5, 2017
Wizz Air: Low-Cost Carrier with Strong Competitive Position in CEE
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September 24, 2017
Chamath Palihapitiya on Intelligent Investing in a Changing World
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September 16, 2017
The Role of Active Management in the Modern World
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September 9, 2017
A Thesis on the U.S. Airline Industry
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September 8, 2017
Yum China: Attractive Reinvestment Dynamics
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September 1, 2017
Phil Ordway on Setting Up His Investment Firm
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August 27, 2017
James Ferguson on GEM’s Approach to Selecting and Monitoring Managers
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August 25, 2017
Amil Bera: A Holistic Approach to Investing and Life
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August 23, 2017
Indices and Index Investing
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July 18, 2017
Mattersight: Recurring Revenue and Valuable Proprietary Dataset
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