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Posts By: Charles Murphy

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August 4, 2016 Our Top Long Positions Read More
June 25, 2016 Why We Initiated Positions in IPG Photonics, Balchem, Proto Labs, and Materion Read More
March 23, 2016 Update on Our Top Long Positions Read More
February 29, 2016 Update on Our Top Long Positions Read More
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Mental Models for Intelligent Investing

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