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March 5, 2017 Searching for Compounding Machines Among Financials in India Read More
January 20, 2017 Update on Puerto Rico (AGO and AMBC) Read More
January 19, 2017 Update on Community Banks and Wells Fargo Read More
October 11, 2016 Cyclical Businesses versus Franchise Businesses: The Case for Cyclicals, with Rahul Saraogi Read More
July 11, 2016 A More Favourable Context to the European Banking Sector Read More
March 21, 2016 Volt Information Sciences: Laden with Catalysts Read More
March 15, 2016 Why We Took a Position in Micro-Cap Stock RMG Networks Read More
March 10, 2016 Fairchild Semiconductor: Ignored and Unloved Cash Flow/Buyback Story Read More
February 25, 2016 CUI Global: A Below-the-Radar Investment Read More
February 25, 2016 Western Digital: SanDisk Merger to Drive Long-Term Value Read More
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