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Palantir, data & AI
Moats, competition, digital & AI
Moats, culture & competition
3i Group
Serial acquirers & holdings
Semiconductor Industry
Edenred SA
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BE Semiconductor Industries
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Wise
Strategic mediocrity, owner mindset & conviction
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Quality investing, optionality & conviction
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Multibagger playbook | Part 2
Multibagger playbook | Part 1
Microsoft - Part 2
Quality investing, moats and valuation
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Polish companies, diversification, and fundamentals
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