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volatility
September 25, 2024
Capital Allocation Lessons from Business Leader Henry Singleton
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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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October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
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October 17, 2023
Petershill Partners: Attractive Portfolio of General Partner Interests
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September 28, 2023
Roshan Padamadan’s Musings on Crossover Investing
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June 24, 2023
TSMC: Scale-Advantaged Technology and Manufacturing Leader
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June 23, 2023
LSEG: Improving Data Monetization Following Refinitiv Acquisition
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June 21, 2023
Clearpoint Neuro: Tightly Owned, Net Cash, High-Margin Platform
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June 21, 2023
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
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April 27, 2023
Japanese Small Value: Opportunity Set, Constraints, Valuations
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April 26, 2023
KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry
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February 23, 2023
Outperforming by Focusing on Good Businesses With Low Expectations
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January 24, 2023
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
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January 19, 2023
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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January 17, 2023
Rogers: Improving Operations, Orphaned Due to Scuttled Deal
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January 17, 2023
S3E09: Private Equity and the Game of Volatility Laundering
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January 15, 2023
Highlighted Tweet by twiii_podcast
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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January 11, 2023
Intelligent Investing in a Markedly Different Investment Environment
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