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October 20, 2023
Eurofins: Quality Business With Continuing Structural Growth
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September 26, 2023
J.Dennis Jean-Jacques on Investing in Dislocations
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June 23, 2023
NVR: Homebuilder With High-ROIC, Differentiated Operating Model
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June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
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January 18, 2023
API Group: Industry Leader With High-ROIC Consolidation Opportunities
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January 16, 2023
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
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January 11, 2023
Seizing the Opportunity in Energy and Industrial Businesses
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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September 2, 2022
Kochouseph Chittilappilly on Building Two Public Companies in India
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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April 22, 2022
Harshan Jeyakumar on Intelligent Investing in Cleantech
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January 7, 2022
The Barrier to Entry to Finding Great Investments
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January 3, 2022
A Case Study in Primary Research: Indentifying an Inflection Point
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 11, 2021
Six Reasons Why Boutique Investment Managers Outperform
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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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