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software
March 7, 2020
My In-Depth Investment Thesis on Elastic Software
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March 3, 2020
Surveying Our Top Five Holdings: KKR, PAR, SHSP, APPS, KLR
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February 21, 2020
SurveyMonkey: Freemium Business Model With Widening Moat
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February 15, 2020
Charlie Munger’s Remarks at Daily Journal Annual Meeting in 2020
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February 8, 2020
Paychex: PEO Administration Business to Drive Long-Term Upside
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February 3, 2020
With Markets at Major Inflection Point, Here Is How We Invest
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February 2, 2020
WANdisco: Recurring Revenue Growth Underappreciated by Mr. Market
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February 1, 2020
Winter 2020 Investment and Market Update of Ensemble Capital
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January 29, 2020
Our Portfolio: Value Investing in Software
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January 27, 2020
Intelligent Cloning: The Winter 2020 Edition
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January 11, 2020
Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne
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January 11, 2020
Avid: Leading Audio/Video Editing Software Supplier to Professionals
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January 11, 2020
GigaMedia, Trilogiq, Charle: Three Net Current Asset Value Bargains
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January 11, 2020
Formula Systems: Software-Focused Holding Company at Discount to NAV
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January 11, 2020
KVH: Transitioning to Subscription Model, with Growth Ahead
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January 11, 2020
Spark: Online Dating Company, Cheap After Selling Pressure in 2019
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January 10, 2020
Airlines: Planes, Credit Cards, and the Shiny Object Syndrome
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January 10, 2020
Aker: Well-Managed Industrial Investment Holding at Discount
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January 9, 2020
MiX Telematics: Owner-Operated Leader with Long Growth Runway
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January 9, 2020
Cars.com: Leading Online Car Listing Site at Depressed Valuation
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