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ROIC
March 16, 2020
REPLAY: Tom Russo on Intelligent Investing in Crisis Mode
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February 8, 2020
Paychex: PEO Administration Business to Drive Long-Term Upside
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February 1, 2020
Winter 2020 Investment and Market Update of Ensemble Capital
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January 31, 2020
Select Portfolio Investments: Building Products Companies
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January 29, 2020
Our Portfolio: Value Investing in Software
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January 27, 2020
Intelligent Cloning: The Winter 2020 Edition
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January 14, 2020
Highlights from Best Ideas 2020
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January 11, 2020
Domino’s Pizza Group: Operational Improvement to Drive Rerating
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January 11, 2020
Adrian Saville: Three Value Investment Ideas in South Africa
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January 11, 2020
Liberty: Oilfield Services Firm with Leading Operational Execution
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January 11, 2020
Coca-Cola Hellenic Bottling: Multiple Ways to Win
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January 10, 2020
Charles River: Dominant Pre-Clinical Research Services Outsourcer
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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January 10, 2020
PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF
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January 9, 2020
Keywords: Compounder in Video Game Content Creation Industry
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January 9, 2020
Michael Lee on Root Cause Analysis in Investing
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January 8, 2020
Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators
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January 7, 2020
Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google
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January 6, 2020
When It Comes to Value Investing, Are You A Fox or A Hedgehog?
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December 22, 2019
Merry Christmas from Mr. Market?
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