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ROIC
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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Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF
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Keywords: Compounder in Video Game Content Creation Industry
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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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Masimo: Doing Well by Doing Good
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November 10, 2019
Babcock International: Stable Business with High Barriers to Entry
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October 23, 2019
Why Brand Stewardship Matters
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October 22, 2019
The Concept of Traps, Updates on Mastercard and Tiffany
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October 20, 2019
How I Assess Public Companies for Investment Purposes
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October 9, 2019
Highlights from European Investing Summit 2019
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Diagram of Ensemble’s Investment Philosophy
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Sean Stannard-Stockton on Capitalism Without Capital
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September 19, 2019
David Barr on Catalyst-Driven Small-Cap Value Investing
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