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November 10, 2019 Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount (TRANSCRIPT NOW AVAILABLE) Read More
October 9, 2019 Highlights from European Investing Summit 2019 Read More
October 4, 2019 Dixons Carphone: Revisiting Idea at Lower Price After Two Years Read More
September 28, 2019 Investment Mistakes: Scratch or Scar? Read More
July 19, 2019 Tobias Carlisle on His Book, The Acquirer’s Multiple Read More
April 11, 2019 The Importance of Flexibility in Emerging Markets Investing Read More
June 12, 2018 Previewing My Idea Presentation on Ferrovial Read More
April 5, 2018 Halyk Savings Bank: Dominant Deposit Share in Kazakhstan Read More
March 6, 2018 Three Ways to Win Read More
January 13, 2018 Ocado: Investment Spend Depressing Profitability, Should Create Long-Term Value Read More
January 13, 2018 S&U: Family-Controlled UK Subprime Auto Lender with Underappreciated Intrinsic Value Read More
January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More
January 12, 2018 Cambria Automobiles: UK Auto Dealer Run by Capable Owner-Operator Read More
January 11, 2018 McCarthy & Stone: Soundly Financed UK Retirement Homebuilder Read More
December 25, 2017 Preview of Cambria Automobiles: Owner-Operated UK Auto Dealer Read More
October 3, 2017 Primer on the Reporting of Insider Trades in Europe Read More
September 18, 2017 Long-Term Investing Amid an Uncertain Future Read More
September 13, 2017 Highlights from Wide-Moat Investing Summit 2017 Read More
September 9, 2017 No Fear of Missing Out Read More
August 24, 2017 Amit Wadhwaney on Intelligent Investing in a Changing World Read More
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