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time horizon
January 9, 2024
If You Could Pick Twenty Stocks for Twenty Years, Which Would You Pick?
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October 26, 2023
J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process
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October 18, 2023
Niox: Asthma Diagnostics Business Undergoing Positive Change
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June 22, 2023
Bandai Namco: Entertainment Company With Strong IP and Culture
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January 17, 2023
Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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January 10, 2023
A Stock for a Grandchild: Applying a Long-Term Mindset to Investing
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December 22, 2022
Tom Russo on Investing in Businesses With a Capacity to Suffer
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October 11, 2022
Universal Music Group: World’s Largest Owner of Music Rights
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August 21, 2022
Kevin Durkin on His Investment Philosophy and Process
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July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
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June 28, 2022
Cellebrite: Subscription-Based Business With Secular Tailwinds
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
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December 14, 2021
Savneet Singh and Scott Miller on Winning in Enterprise Softwaret
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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September 18, 2021
Christian Billinger on Managing Investment Return Expectations
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
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