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October 2, 2021
Quarterly Intelligent Cloning Report: The Autumn 2021 Edition
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September 29, 2021
Grahamian Investing: How to Reinvent and Reinvigorate Value Investing
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
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July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
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July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
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July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
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July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
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July 8, 2021
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
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June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
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May 27, 2021
A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management
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May 25, 2021
Highlighted Tweet by Deezee1031
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 28, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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January 27, 2021
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
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January 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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January 18, 2021
IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand
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