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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 13, 2021
Hexagon Composites: Niche Leader in Low-Carbon Energy Transition
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October 10, 2021
EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially
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September 30, 2021
Adam Rozencwajg on the Investment Implications of Copper Supply Issues
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 13, 2021
Shriram City Union: Competitively Advantaged Finance Company
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January 28, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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April 19, 2020
Chip Russell on Investing in a Transition to a Low Carbon Economy
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April 9, 2020
Redington: Indian IT Products Distributor at Depressed Valuation
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April 9, 2020
Indian Energy Exchange: Dominant Power Trading Platform
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January 11, 2020
Borusan: Turkey-Based Investment Holding at Steep Discount to NAV
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January 11, 2020
Terravest Industries: Rollup Done the Right Way, Aligned Management
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January 11, 2020
Stelco, Clarke: Two Canadian Small-Caps at Discount
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January 9, 2020
Michael Lee on Root Cause Analysis in Investing
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January 8, 2020
Jacquet Metal Service: Owner-Operated Leader with M&A Upside
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October 26, 2019
Peter Lynch on Making Money in the U.S. Stock Market
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October 24, 2019
The Oil Tanker Industry: The Pendulum Swings Back
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August 30, 2019
Mohnish Pabrai on His Book, The Dhandho Investor
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