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March 1, 2017 S&P Global: A Collection of Great Businesses Read More
February 28, 2017 Visa: One of the Best Business Models Ever Read More
February 27, 2017 Software Feedback Loops Enable Winner-Take-All Markets Read More
February 26, 2017 Why Alibaba Is Our Second-Largest Holding Read More
February 25, 2017 Position Commentary: GIFI, SMID, PICO, MLP Read More
February 17, 2017 Portfolio Updates Read More
February 13, 2017 My Investment Thesis on Gaia Read More
February 11, 2017 Quick Updates on CYH and GNC Read More
February 9, 2017 Top 5 Holdings Snapshot Read More
February 8, 2017 Why We Invested in Gaia Read More
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Mental Models for Intelligent Investing

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