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Investment Process
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Our Investment Philosophy
Independent Thinking
Discerning Opportunities
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White Papers
Why Compounding Is So Difficult
In
White Papers
on
May 19, 2022
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May 19, 2022
How We Think About Cash
In
White Papers
on
September 30, 2021
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September 30, 2021
The Bottom Line of All Investing Is Rate of Return
In
White Papers
on
April 6, 2021
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April 6, 2021
Bottleneck Businesses
In
White Papers
on
April 5, 2021
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April 5, 2021
What Do We Mean By Reinvestment?
In
White Papers
on
October 20, 2014
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October 20, 2014
1988 Shareholder Letter
In
White Papers
on
July 19, 1988
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July 19, 1988