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February 26, 2019
ZAGG: Smartphone Accessory Company at ~20% FCF Yield
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February 6, 2019
An Update on Our Investments in Airlines
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February 3, 2019
My Investment Thesis on ITE Group
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January 28, 2019
My Investment Thesis on GYM Group
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January 26, 2019
Anuj Didwania on Systems and Outcomes in Life and Investing
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January 20, 2019
Highlights from Best Ideas 2019
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January 16, 2019
Viper Energy: Royalty Company Growing via CF-Accretive Deals
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January 12, 2019
Intelligent Systems: Owner-Operated Card Issuer Processing Software Firm
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January 3, 2019
Value Drivers vs. Value Traps
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December 26, 2018
Best Ideas 2019 Preview: Viper Energy
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October 13, 2018
Akka Technologies: Management Plan for 2022 Ambitious But Achievable
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October 13, 2018
Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors
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October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
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October 11, 2018
Taptica: Underfollowed, Profitable Ad Tech Company at Discount
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October 11, 2018
Landi Renzo: New CEO Leads Emergence from Long Downtrend
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October 11, 2018
Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang
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September 25, 2018
Bob Robotti on Contrarian Investing in the Energy Sector
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September 15, 2018
Tom Russo on the Evolution of Quality Investing
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September 12, 2018
The Case for Thematic Value Investing
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September 1, 2018
Bunzl: Customer-Obsessed Business with Strong Corporate Culture
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