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Spain
July 31, 2019
Reviewing Our Theses on Disney, Charter, Comcast, RBI, F1, and Fox
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June 28, 2019
Technogym: Owner-Operated, Growing Gym Equipment Maker
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June 21, 2019
Intelligent Investing: Wide-Moat Investing in Asian Equities
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April 12, 2019
Tang Palace, Saregama: Micro-Cap Opportunities in Hong Kong, India
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April 11, 2019
Gamevil, Hyosung: Undervalued Holding Companies in Korea
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April 1, 2019
On Boards of Directors: Power, Reality, Incentives, and Value Creation
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January 12, 2019
QAD: Value-Accretive Business Model Transition Gains Momentum
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January 6, 2019
Best Ideas 2019 Preview: QAD Inc.
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November 27, 2018
David Marcus on Great Owner-Operated Businesses in Europe
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November 6, 2018
Doubling Down on Appian
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October 13, 2018
Crest Nicholson: Debt-Free, Undervalued UK Homebuilder
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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October 11, 2018
Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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October 9, 2018
A Postcard from Spain
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July 9, 2018
Huerta de Soto: Never Invest in a Company Until You Know Its Worth
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June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
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June 12, 2018
Previewing My Idea Presentation on Ferrovial
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March 6, 2018
Three Ways to Win
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March 4, 2018
Gaspar Arino on Value Investing in Spain
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