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telecom industry
January 15, 2022
Serial Growth, Operating Leverage in Consolidating Fragmented Industries
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July 18, 2021
Howard Schilit on Financial Shenanigans: How to Detect Fraud
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March 26, 2019
The Value of “Overvalued” Stocks
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November 27, 2018
David Marcus on Great Owner-Operated Businesses in Europe
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September 7, 2018
Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT
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January 28, 2018
Reimar Scholz on Distressed Equity Investing in Europe
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January 12, 2018
GTT Communications: Mispriced, Cash-Generative Growth Compounder
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August 17, 2017
Finisar: Market Share Leader in Optical Subsystems and Components
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April 4, 2016
CK Hutchison: The Berkshire Hathaway of Asia
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October 1, 2013
Hutchison Whampoa, Netia: European Telecom Companies
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October 1, 2013
Fiat: Largest Automobile Manufacturer in Italy
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