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Diploma PLC
Prosus NV
Palantir, data & AI
Moats, competition, digital & AI
Edenred SA
BE Semiconductor Industries
Wise
Microsoft - Part 2
Microsoft - Part 1
Opportunity costs, SaaS, AI, and investing
AI, SaaS and Polish tech
Kinsale Capital Group
MSCI
Taiwan Semiconductor Manufacturing Company
Text S.A.
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