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October 4, 2021
Common Sense Is Uncommon: Areas of Concern in a Speculative Market
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July 16, 2021
Joan Abraham on Her Book, Creating Brand Cool
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July 8, 2021
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
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July 8, 2021
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
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April 12, 2021
Public Equities in Southeast Asia: An Overlooked Asset Class
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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January 15, 2021
Etsy: Global Platform, Highly Profitable Two-Sided Marketplace
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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November 24, 2020
Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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July 28, 2020
Portfolio Management and the Presidency
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July 8, 2020
Four Unpopular Opinions of Tollymore Investment Partners
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July 3, 2020
Twitter: Unique Internet Asset, With Improving Monetization
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June 28, 2020
Jeff Bezos on Amazon, Blue Origin, and The Washington Post
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April 28, 2020
ESG: The Latest Incarnation of Marketing-Led Investment Strategies
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March 9, 2020
The Value of Independent Thought
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March 2, 2020
GrubHub: Core Holding, Despite Vitriol From Media and Shorts
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February 21, 2020
SurveyMonkey: Freemium Business Model With Widening Moat
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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