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Ferrari Group
Alphabet Inc.
Interview w/ Ruben Wegman
Cake Box w/ Paul Zbikowski
Diploma PLC
Worst-case scenarios for Bouke's portfolio
Prosus NV
Wolters Kluwer
Lam Research Corp.
Palantir, data & AI
Moats, competition, digital & AI
Moats, culture & competition
3i Group
Serial acquirers & holdings
Semiconductor Industry
Edenred SA
Earnings Tracker
Portfolio Strength
BE Semiconductor Industries
Value investing in the digital age, earnings power & tech moats
Wise
Strategic mediocrity, owner mindset & conviction
Copart
Asian economies, macro-factors, history & future
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