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China, e-commerce, AI and technology

Nedap, niches and leadership

Cake Box w/ Paul Zbikowski

Moats, competition, digital & AI

Moats, culture & competition

Serial acquirers & holdings

Value investing in the digital age, earnings power & tech moats

Strategic mediocrity, owner mindset & conviction

Asian economies, macro-factors, history & future

Quality investing, optionality & conviction

Multibagger playbook | Part 2

Multibagger playbook | Part 1

Quality investing, moats and valuation

Polish companies, diversification, and fundamentals

Opportunity costs, SaaS, AI, and investing