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working capital
August 13, 2019
GoDaddy: Scale Player in a Fragmented Industry
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July 26, 2019
Update on Our Investments in U.S. Airlines
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July 23, 2019
Perspectives on Selected Holdings of the Ensemble Fund
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June 29, 2019
Pigeon, Netease, Moutai: Three Wide-Moat Companies in Asia
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June 27, 2019
SS&C: Market Underestimates Growth and Operating Leverage
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June 27, 2019
Utah Medical Products: Niche Device Maker with Disciplinary Moat
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June 14, 2019
Joel Greenblatt on The Little Book That Beats The Market
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May 6, 2019
Errores de Inversión: Zeal Network
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April 22, 2019
Sandstorm Gold: FCF Enables Investments and Buybacks
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April 12, 2019
Hikari Tsushin: Mid-Cap Compounding Vehicle in Japan
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April 11, 2019
Unichem Labs: Cash-Rich, Owner-Operated Pharma Business
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April 11, 2019
James Morton Shares Five Deep Value Investment Ideas in Asia
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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
Burford Capital: Leader in Nascent Litigation Financing Asset Class
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January 16, 2019
Viper Energy: Royalty Company Growing via CF-Accretive Deals
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