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January 15, 2021
KVH Industries: Niche Market Leader With Incremental Growth
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January 14, 2021
ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps
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January 14, 2021
Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow
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January 13, 2021
Christian Billinger on Investing in Clusters of High-Quality Businesses
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January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
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December 15, 2020
Marc Rubinstein on Reinventing Goldman Sachs
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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November 5, 2020
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
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October 7, 2020
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
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October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
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October 7, 2020
Three European Companies at a Discount to Fair Value
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September 25, 2020
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
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September 16, 2020
John Malone on His Business and Capital Allocation Philosophy
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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August 21, 2020
Episode 5: How to Deserve Quality Shareholders, with Larry Cunningham
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August 12, 2020
Peter Mantas on Opportunities in Tech, Industrials, and Healthcare
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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