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January 16, 2021
Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate
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January 15, 2021
NVR: Capital-Returning Compounder With Long Homebuilding Runway
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January 15, 2021
CDON: E-Commerce Marketplace Spinoff With Insider Buying
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January 15, 2021
Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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January 15, 2021
ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 14, 2021
RWE: European Utility Transitioning to Renewable Power Leadership
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January 14, 2021
Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow
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January 13, 2021
Straits Trading: Real-Time Case Study in Holding Company Investing
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January 13, 2021
TETRA Technologies: Misunderstood, With Multiple Shots on Goal
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January 13, 2021
Walgreens Boots Alliance: High-Quality Business at High FCF Yield
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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January 6, 2021
Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model
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November 24, 2020
Crossroads Capital Letter: Our Own Link to the Past
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November 12, 2020
STEF: Dominant Logistics Provider in Highly Fragmented Market
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 7, 2020
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Three European Companies at a Discount to Fair Value
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