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valuation
July 22, 2019
Value Investors – Avoiding Mining at All Costs, But Why?
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July 19, 2019
David Rolfe on Investing in Growing, Wide-Moat Companies
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July 15, 2019
Michael Huber on Private Equity-Style Investing in Public Markets
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July 12, 2019
Chuck Akre on an English Major’s Attempt to Solve the Investment Puzzle
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July 11, 2019
Improving the Process of Selling an Investment
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June 28, 2019
Grubhub: Real-Time Case Study of the Post-Hype Sleeper Setup
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June 28, 2019
Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity
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June 28, 2019
Credit Suisse, Intesa: European Banks at Attractive Valuations
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June 28, 2019
Technogym: Owner-Operated, Growing Gym Equipment Maker
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June 27, 2019
Facebook: Increasing Role of Commerce Across All Platforms
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June 27, 2019
SS&C: Market Underestimates Growth and Operating Leverage
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June 27, 2019
Texas Pacific Land Trust: Largest Land Owner in Permian Basin
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June 27, 2019
Utah Medical Products: Niche Device Maker with Disciplinary Moat
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June 27, 2019
Teva Pharma: Generics Leader Turning Around Under New CEO
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June 22, 2019
Update on Our Travelzoo Investment Thesis
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June 22, 2019
Take-Two Interactive Software: Premium IP, Discount Valuation
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June 20, 2019
Glacier Media: Misunderstood Business with Valuable Digital Assets
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June 19, 2019
William Green on Lessons From the Great Minds of Investing
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June 18, 2019
On GARRP: Risk- and Quality-Adjusted Growth at a Reasonable Price
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June 17, 2019
A Brief History of the Supermarket Business
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