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software
January 11, 2018
Avaya: Underfollowed and Undervalued due to Bankruptcy Emergence Overhang
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January 5, 2018
Underwriting Value and Handicapping Returns
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December 25, 2017
Preview of Cambria Automobiles: Owner-Operated UK Auto Dealer
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December 24, 2017
Preview of Varex Imaging: Moaty Spinoff in Oligopolistic Market
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December 15, 2017
Previewing PRGX Global for Best Ideas 2018
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December 11, 2017
PNE Wind and Francotyp-Postalia: Misunderstood and Neglected
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December 4, 2017
Fidessa: Sell-Side Trading Software Leader Rides Compliance Wave
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November 26, 2017
BMW: Shareholder-Friendly, Readily Understandable Business with a Moat
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November 10, 2017
Jean-Marie Eveillard on the Art of Global Value Investing
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November 8, 2017
Rights Offerings: The Case of Redknee Solutions
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November 4, 2017
Why We Invested in Redknee Solutions
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October 24, 2017
Surveying Selected Portfolio Holdings
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October 22, 2017
Reflecting on Microsoft and Bruce Lee’s Friend and Associate
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October 20, 2017
Pat Dorsey on Moats
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October 19, 2017
An Eye-Opening Q&A with MOI Global Instructor Chamath Palihapitiya
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October 18, 2017
Contrast-Caused Distortions of Sensation, Perception and Cognition
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October 6, 2017
AA: UK Road Assistance Leader with Recurring Revenue
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October 6, 2017
RIB Software: Three Strategic Steps Reposition Company for Acceleration
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October 6, 2017
Hilan Tech: “ADP of Israel” Continues to Compound Value
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October 6, 2017
Value Investing in Spinoffs
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